About the role
Progeny Asset Management provides investment management services across a range of funds, model portfolios and private client solutions. As we continue to invest in the growth and development of the business, we are expanding our Asset Management function through the creation of a dedicated Investment Support role within the Operations team.
As Investment Support, you will provide technical and operational support to the Investment Management function, helping to ensure the efficient implementation, monitoring and administration of investment activity across the business. Working closely with investment managers and key stakeholders, you will be responsible for investment data and reporting, reconciliations, investment change implementation, platform and third-party liaison, risk monitoring support and process improvement, helping to deliver a robust and scalable operating model that supports high-quality client outcomes.
Key responsibilities will include:
- Provide operational and technical support to the Asset Management team, ensuring the effective implementation and monitoring of investment activity across Asset Management.
- Complete holdings uploads and maintain investment, fund and portfolio data across relevant systems and platforms.
- Undertake trade checking and other operational controls, investigating and escalating exceptions where appropriate.
- Support the implementation of approved investment changes, maintaining accurate records, evidence and audit trails.
- Perform fund and holdings reconciliations, investigating discrepancies and coordinating their resolution with internal and external stakeholders.
- Monitor portfolio drift against agreed parameters and produce exception reporting for the Investment Management team.
- Produce, analyse and maintain investment data, management information and reporting to support investment, operational and governance activities across Asset Management.
- Support investment risk monitoring activities through data collection, reporting, exception monitoring and escalation of identified issues.
- Prepare investment committee and governance committee materials, and maintain action logs and governance records.
- Liaise with fund groups, platforms, administrators and other third-party providers to obtain information, resolve operational issues and support ongoing oversight activities.
- Act as a point of coordination for platform and investment operational issues, ensuring timely investigation, escalation and resolution.
- Support the continuous improvement of investment systems, controls and processes, identifying opportunities to enhance efficiency, automation and data quality.
- Provide investment data and information to support client communications, collateral production and responses to client and adviser investment-related queries.
Our ideal person
- Experience gained within investment management, asset/portfolio management or Financial Services (desirable).
- Basic knowledge of investment markets.
- Advanced proficiency in Microsoft Excel and other Microsoft Office applications.
- Excellent interpersonal skills with the ability to communicate effectively with investment managers and clients.
- Ability to work to deadlines and excellent time management.
- Flexible attitude to work.
- Exceptional focus and attention to detail.
- Problem solving and root-cause analysis
- Excellent numerical skills.
- A strong interest in financial markets.
Skills Required
- Experience in investment management, asset or portfolio management, or financial services
- Basic knowledge of investment markets
- Advanced proficiency in Microsoft Excel and other Microsoft Office applications
- Excellent interpersonal and communication skills
- Ability to work to deadlines and strong time management
- Flexible attitude to work
- Exceptional focus and attention to detail
- Problem-solving and root-cause analysis skills
- Excellent numerical skills
- Strong interest in financial markets
What We Do
Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management. We join the dots to understand the bigger picture of you, your family and your business to ensure you always receive first-class non-siloed advice, regardless of complexity, speciality or territory. Our team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors and Tax Specialists are equipped to deliver sophisticated solutions that meet your complex needs. Working together, for you. We aim to achieve the very best for investors, businesses, and family offices with our diversity of expertise. Matching you with the right team of professionals, we can help you to achieve your needs and goals.
