Junior Operations Associate
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Slater Investments, a boutique investment management company which provides UK equity-focused products, was set up in 1994 by Mark Slater and Ralph Baber. The firm’s pooled funds include the Slater Growth, Income and Recovery funds. We also manage segregated portfolios for institutional pension funds and High Net Worth Individuals, as well as a hedge fund. Slater Investments is wholly owned by its directors and staff.
The Role
Slater Investments is looking to add an Junior Operations Associate to its back office. The successful applicant will join a dynamic team in one of the UK's leading equity Fund Managers. Full and thorough training will be given, and a platform will be provided for CISI's Investment Operations Certificate (IOC) to be taken.
No prior experience is required but previous office and admin experience is preferable.
Responsibilities
This is a junior role and will predominantly involve providing support to the Operations Team.
Duties will include, but are not limited to:
- Full diary management (scheduling meetings, ensuring the diaries are up to date, using judgment to prioritise meetings)
- Answering telephones and taking accurate messages in a timely and professional manner, providing information where necessary to callers or redirecting to relevant departments
- General office admin duties, such as liaising with the cleaning company, ordering office supplies, etc.
- Reconciling client and fund portfolios
- Preparing client investment reports
- Preparing data for the investment team
Essential Skills
Accuracy and attention to detail
Team player - collaborative, flexible and supportive of the rest of the team
Ability to manage time appropriately and meet tight deadlines
Effective communicator - strong written English and a Professional phone manner
Proficient with MS Office- especially Outlook and Excel
What We Offer
Paid for sector qualifications
Starting salary of £30,000
On passing of probation: life assurance scheme and the option to join our company health insurance policy.
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