Investment Management Assistant
Time Appointments • Ipswich, Suffolk • Posted June 16, 2026
About the Role
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...
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...