Investment Data Executive
Bolton, Greater Manchester
£19000 - £25000 per annum + benefits
0151 224 1480
Our client, a growing Investment Management house in the Bolton area, is currently looking to recruit an Investment Management Data Executive. The Investment Management Data Executive will join a dynamic team of experienced Investment Administrators.
Reporting to the Operations Manager, the Investment Management Data Executive will take responsibility for:
- Capturing and processing changes regarding high volumes of investment data
- Responding to client queries
- Ensuring corporate events and mandates are processed in accordance with tight deadlines
- Working with ultimate accuracy to minimise error
- Project work
- Liaising in a clear manner with both internal and external stakeholders in order to acquire data
The Investment Management Data Executive will meet the following skillset:
- Experienced within a Wealth or Investment Management environment
- Excellent communication skills (the ability to liaise with colleagues and clients at all levels of seniority)
- Proficient working knowledge of Excel (should be able to peform pivot tables and v lookups)
- Strong problem solving or investigative skills
- Ability to work well under pressure and in accordance with tight deadlines
This is an exciting opportunity for candidates with some initial experience within Wealth and Investment Management looking to propel their career within the sector.
The company offers study support, clear career progression and excellent company benefits.
If you believe your experience meets the criteria, please apply with a copy of your CV.
Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.
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