Job Purpose



To provide full administrative support to our Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team.

Key Responsibilities

• To work closely with the aligned Investment Managers to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact
• Maintain back-office systems and client records in line with the company policies
• Request policy information from third party policy providers if applicable
• Liaise with operational teams where support is provided on activities e.g., scripts, transfers, corporate actions, static data changes where applicable
• Assist investment managers in the preparation of new business pitches and pre...