Job Description

Introduction

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To support investment operations by accurately processing transactions, maintaining data integrity, and ensuring timely reporting and compliance. This role enables operational efficiency and contributes to exceptional client experience.

Requirements

1 - 3 years' Investment administration experience
A Business Degree will be considered advantageous

Duties & Responsibilities

Operational Support

Assist the Head of Operations in driving operational efficiency.
Collaborate with the team to obtain new and updated client agreements
Support onboarding of new clients, including portfolio setup and tracker investment management.
Resolve and escalate client queries as needed.
Maintain platform administration processes and documentation.
Help remove administrative barriers to improve team productivity.

Data & Compliance Management:

Master Data Management (MDM) -Source, collate, and maintain portfolio and compliance data for reporting accuracy.
Maintain compliance registers and other required data logs.
Collaborate on client agreement updates and documentation.
Focus on main investment themes and risks with material impact of investment decisions (performance, risk, income) in a highly complex environment

Portfolio Administration:

Administer client portfolios, including amendments and additions via platforms.
Manage fund administration processes and liaise with fund managers.
Oversee portfolio change/rebalancing processes in collaboration with portfolio managers.

Reporting & Communication

Compile quarterly client reports in collaboration with relevant stakeholders and monthly fact sheets.
Distribute customised reports to clients.
Assist with the publication and distribution of finance and management reporting (AUM, portfolio/fund, fees).
Support client communications and contribute to a client-centric service culture.
Assist with CPD (continuous professional development) event accreditation and certificate distribution.

Brand & Relationship Building

Act as a brand ambassador for Momentum Investments and Equilibrium.
Build strong relationships and promote service excellence.
Assist with client communications.

Competencies

Problem solver
Analytical
Collaborative
Communication (written and verbal)
Detail oriented
Organised
Time management/efficient
* Flexibility