Graduate Portfolio Administrator

This is an excellent opportunity to join a well-established, investment and asset management firm in Cambridge, supporting our Investment Manager to provide our Discretionary Portfolio Management Service to clients'. We are looking someone with a strong academic background, at graduate level.

This Graduate Portfolio Assistant role will support MM Wealth and our team in the provision of Investment Management services to our clients'. 

You will report in to the Head of Investment Management and will work closely with colleagues in our Girton, Cambridge office.

Responsibilities

  • Provide administrative support throughout the trade implementation process

  • Provide administrative support to the investment team on day to day activities such as periodic rebalancing, corporate actions, cash flows, client reporting, model updates, updating/implementing procedures

  • Develop a strong relationship with the Investment team and provide ad hoc support when needed

  • Work closely with the Portfolio Assistant to carry out daily trade functions

  • Maintain current knowledge about financial products and services through professional bodies such as the CISI and CII

  • Develop an understanding of internal investment capabilities and client investment needs

  • Contribute to the strong investment culture of the team and the firm

  • Ensure compliance with the company’s legal and compliance requirement with relevant authorities

  • Comply with MM Wealth’s internal compliance policies and procedures

You will have a strong academic background, at graduate level and have strong interpersonal, written and verbal communication skills, strong Excel skills and a desire for continuous learning. 

A strong work ethic and attention to detail are essential traits, as are versatility and creative problem solving.  You will be accountable for your own decisions and actions whilst being respectful of the professional responsibilities of others.

Apply now


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