Investment Administrator

  • Bristol
  • from £24,500
  • Permanent

Our client, an award-winning investment and technology solutions firm, is looking for an Investment Administrator to join their team.

Your responsibilities will include:

  • Managing and uploading daily dealing files to third-party platforms within required deadlines
  • Processing fund switches, rebalances, and phased investment requests in a timely manner
  • Handling conversions, corporate actions, and dividend processing as they arise
  • Executing and processing contract notes within internal systems
  • Establishing and maintaining agency and nominee accounts with fund managers
  • Reviewing and resolving daily control reports
  • Managing purchase settlements and ensuring accurate transaction processing
  • Identifying and resolving operational incidents and trade corrections

Your skills and experience:

  • Ability to work well under pressure
  • Good communication skills
  • Well organised
  • Efficient and accurate
  • Self-reliant, good problem solver, results oriented
  • Energetic, collaborative and proactive
  • Optimism and a ‘can do’ attitude
  • Confidence to challenge current processes and senior members of the team
  • Familiarity with Microsoft Office, including strong Excel knowledge.

If this sounds like you, please apply today.

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