Graduate Portfolio Administrator

Investment Administrator - Cambridge, East England

Ref: 833Monday 15 August 2022

£24,000 - £30,000

The opportunity for a professional and motivated Graduate to join a fantastic financial planning and wealth management firm as a Portfolio Administrator. You will support the firm in the provision of Investment Management to its clients.


  • Providing administrative support throughout the trade implementation process
  • Providing administrative support to the investment team on day to day activities such as periodic rebalancing, corporate actions, cash flows, client reporting, model updates, updating and implementing procedures
  • Developing a strong relationship with the Investment team and providing support when needed
  • Working closely with the Portfolio Assistant to carry out daily trade functions
  • Maintaining current knowledge about financial products and services through professional bodies such as the CISI and CII
  • Developing an understanding of internal investment capabilities and client investment needs
  • Contributing to the strong investment culture of the team and the firm
  • Ensuring compliance with the company’s legal and compliance requirement with relevant authorities


  • Strong academic background, at graduate
  • Excellent communication skills, both written and verbally
  • Strong work ethic and attention to detail
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