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Investment Management Assistant

Company

Time Appointments

Location

Ipswich, Suffolk

Posted

June 20, 2026

Position Overview

Our client is currently seeking an experienced Investment Management Assistant to provide high-level support to their team of Investment Managers and contribute to the delivery of an exceptional client experience. This role is ideally suited to a financial services professional with a strong understanding of investment administration, client servicing, and regulatory requirements.

This is a fantastic opportunity to work for a growing company, that rewards its employees with a competitive salary and excellent career prospects.

Key Duties & Responsibilities:

* Providing comprehensive support to Investment Managers in the day-to-day management of client portfolios

* Building and maintaining strong relationships with clients, acting as a professional and responsive point of contact

* Preparing portfolio reviews, valuation reports, investment meeting packs, and client correspondence

* Processing and monitoring investment transactions, ca...

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