Blackfinch Group
Junior Investment Assistant
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Junior Investment Assistant
As a junior investment assistant, you will support the day-to-day implementation and maintenance of investment models across a range of Blackfinch’s products on platforms. You will be responsible for implementing approved investment decisions and fund switches, completing model rebalances, building models on investment platforms and maintaining accurate model information across relevant systems.
You will also assist with the preparation and instruction of dealing across a number of non-platform products, along with reviewing any associated requirements and queries, to ensure a high level of service for our customers. The goal will be to drive innovation, efficiencies, and quality execution, with a view of performing daily dealing on behalf of clients independently.
Key Responsibilities
Platform:
- Implement approved investment decisions and fund switches across investment models on platforms.
- Complete drift model updates in accordance with approved instructions.
- Rebalance client models on investment platforms including instruction and post dealing checks.
- Build new models on investment platforms using approved model information.
- Ensure model information is implemented consistently across all applicable platforms and systems.
- Maintain accurate records of all model changes and completed activity.
- Update model information on FE Analytics.
- Complete the ongoing administration and maintenance of investment models according to dealing policy across relevant platforms and third-party systems.
- Ensure that model holdings, weightings and associated information are accurately reflected across relevant systems.
- Prepare completed activity and supporting evidence for independent checking by the Senior Analyst or Dealing Manager.
- Monitor the progress of submitted instructions and identify any unsuccessful, delayed or incomplete activity, retrieve full audit trail of rebalances from the platforms.
- Liaise with internal teams and investment-platform contacts to resolve operational and dealing queries.
- Support the continued development and improvement of dealing and model-management spreadsheets and processes.
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Non-Platform:
- Assist with the administration and ongoing monitoring of all Dealing products where needed to review completed trades and client positions.
- Contribute to the maintenance of Dealing spreadsheets to minimise errors, anticipate issues, increase efficiency, and facilitate new offers.
- Complete tasks such as application checks and ongoing model reviews to help prepare for dealing.
- Complete ad-hoc reviews and projections as queries, new offers, or issues arise.
- Perform ongoing administration of AIM portfolios, company updates, and additional requirements as needed from the AIM team.
- Undertake any other duties commensurate with the level and responsibilities of the role.
Skills & Experience
Essential Skills
- Extremely accurate, with strong attention to detail.
- Strong organisational and administrative skills.
- Ability to manage and prioritise a varied workload effectively.
- Ability to follow detailed processes and maintain appropriate records.
- Strong written and verbal communication skills.
- Confidence working with numerical data.
- Ability to identify discrepancies and escalate issues appropriately.
- Strong computer literacy, including knowledge of Microsoft Office applications, especially Excel.
- Ability to work effectively both independently and as part of a team.
- A strong and flexible work ethic.
- Self-motivated, dependable and willing to take ownership of assigned activities.
- An appetite for learning and continued professional development.
- Ability to understand end-to-end processes and the impact of individual activities on clients, advisers and the wider business
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Desirable Experience
- Previous experience in an administration or operations role within financial services.
- Experience working with investment models or model portfolios.
- Knowledge of investment platforms and platform-based model management.
- Experience implementing investment decisions, fund switches or portfolio rebalances.
- Familiarity with FE Analytics or similar investment-data systems.
- An understanding of AIM, managed portfolio services and discretionary investment management.
Desirable Qualifications
- Holds, or is willing to work towards, a relevant financial-services or investment qualification.
- Holds a university degree.
We reserve the right to close the vacancy early, should we receive sufficient applications.
Blackfinch is an equal opportunities employer that values diversity and welcomes applications from all suitably qualified persons regardless of their ethnicity, gender, sexual orientation, age, disability, religious practice or any other perceived differences. A copy of our Equal Opportunities Policy is available upon request.
About Us
Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early stage investing, managed portfolio services, property financing and renewable energy. We’re proud to be entrusted with over £1bn in assets under management.
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