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IDEX Consulting Ltd
Leeds
IDEX Consulting are working with a leading Wealth Management firm who are looking for an Investment Management Associate to join their busy team within their offices in central Leeds. The office is based in Wellington Place, a popular location with fantastic and new facilities whilst being a short walk from the train station and easy access for fur
Job Source: IDEX Consulting LtdHeat Recruitment
Leeds
Investment Administrator - Great Leeds Area Basic up to £40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator. What you will do: The Investment Administrator
Job Source: Heat RecruitmentHeat Recruitment
West yorkshire, England, United Kingdom
Investment Manager – Leeds, West Yorkshire Basic up to £90,000 plus bonus and full package Company A well-known national investment management firm are looking for an additional Investment Manager to assist with the continued development of the company in Leeds and across Yorkshire. Role Whilst advantageous, an existing book of business is not es
Job Source: Heat RecruitmentHeat Recruitment
Leeds
Job Description Investment Administrator - Great Leeds Area Basic up to £40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator. What you will do: The Inv
Job Source: Heat RecruitmentHarte Consulting Ltd
Wetherby
Are you passionate and eager to help clients unlock the potential of property investments? This is an exceptional Investment Sales Consultant role that will leverage your expertise, drive, and creativity to help guide clients towards lucrative investment opportunities and financial success. Join a well-established firm on the outskirts of Leeds, as
Job Source: Harte Consulting LtdInvigorate Recruitment
Wetherby
Property Investment Consultant Wetherby £27,500-£32,500 plus commission Invigorate Recruitment is working with its well-established client in Wetherby to recruit a Property Investment Consultant. As the Property Investment Consultant, you will manage inbound enquiries and respond to warm leads via various communication channels. The focus is on und
Job Source: Invigorate RecruitmentReward Recruitment
Harrogate
Junior Investment Manager Harrogate In the region of £30,000, plus benefits Are you looking to progress your career in Investment Management? If you are CISI Level 4 qualified and have a keen interest in the investment markets, and want to become part of a growing, award-winning company, then apply now! Our client is looking for a part-qualified or
Job Source: Reward RecruitmentINTEGRO PARTNERS LTD
Leeds
Investment Consultant Leeds - City Centre £50K-£80K OTE Property Investment Sales Consultant - ManchesterMonday - Friday 9am-5:30pm As a Property Investment Consultant you will qualifying new clients, managing existing clients, understanding their criteria, and matching their criteria with one of our listed properties with the hope of generating
Job Source: INTEGRO PARTNERS LTDHarrogate, England, United Kingdom
Investment Operations Assistant/ MPS Assistant
Harrogate/ North Yorkshire
Salary range: £28,000 - £40,000 plus benefits
Company Overview:
A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations.
Job Description:
Collating and analysing quarterly AUM figures.
Managing submissions and ensuring compliance with regulatory requirements.
Performing financial modeling tasks, including rebalances, buying and selling, and adjustments for encashing or income raises.
Updating and maintaining lists for portfolio rebalances.
Keeping all proposition spreadsheets up to date, including tracking performance metrics and maintaining data integrity.
Qualifications & Experience:
CISI/CFA level 4 qualified.
Previous experience in investment operations, portfolio management, or related roles essential.
Analytical and quantitative skills, with proficiency in financial modeling techniques.
Excellent attention to detail and organisational skills.
Proficiency in Microsoft Excel and other relevant software.
Investment Operations Associate jobs in Harrogate, England, United Kingdom
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