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Reed
Leeds
Portfolio Assistant Hourly Rate: £14.71 Location: Leeds, LS1 Job Type: Interim, Full-time, Monday to Friday - 9am-5pm We are looking for a Portfolio Assistant to support our strategic portfolio office within a public sector organisation. The successful candidate will play a crucial role in the implementation of controls and processes to support the
Job Source: ReedHeat Recruitment
Leeds
Job Description Portfolio Assistant Salary: £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.
Job Source: Heat RecruitmentReed
Leeds
Portfolio Assistant Hourly Rate: £14.71 Location: Leeds, LS1 Job Type: Interim, Full-time, Monday to Friday - 9am-5pm We are looking for a Portfolio Assistant to support our strategic portfolio office within a public sector organisation. The successful candidate will play a crucial role in the implementation of controls and processes to support the
Job Source: ReedReed
Leeds
I am currently recruiting for a Strategic Portfolio Support Officer to play a pivotal role within the team, supporting the successful delivery of strategic change initiatives across the organisation. As part of the Strategic Portfolio Office (SPO), you will collaborate with project and programme management professionals to ensure effective impleme
Job Source: ReedReed
Leeds
I am currently recruiting for a Strategic Portfolio Support Officer to play a pivotal role within the team, supporting the successful delivery of strategic change initiatives across the organisation. As part of the Strategic Portfolio Office (SPO), you will collaborate with project and programme management professionals to ensure effective impleme
Job Source: ReedHomes for Students
Harrogate
Homes for Students, a leading name in purpose-built student accommodation, is on the lookout for a dedicated and talented Portfolio Development Managerto join our dynamic team in Harrogate. The role is 40 hours per week, Monday to Friday, 9am - 5.30pm. The integration team ensures clients' properties transition in and out of our management in the m
Job Source: Homes for StudentsQ Underwriting
Leeds
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standard
Job Source: Q UnderwritingQ Underwriting
Leeds
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standard
Job Source: Q UnderwritingHarrogate
£ 28000 - 40000/annum
Portfolio 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...
Portfolio Assistant jobs in Harrogate
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