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Heat Recruitment Ltd
Harrogate
Portfolio Assistant Harrogate/ North Yorkshire Salary range: £28,000 - £40,000 plus benefits Company Overview: A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations. Job Description: * Collating and analysing quar
Job Source: Heat Recruitment LtdCampbelltickell
Harrogate
£60,000 pa | plus car allowance (£450 per month) Remote/Home-based | occasional visits to head office in Harrogate Excellent benefits package including performance bonus and private healthcare Myshon Limited is a dynamic and rapidly growing organisation dedicated to providing exceptional housing solutions in the Supported Housing, Temporary, and Sp
Job Source: CampbelltickellHomes for Students
Harrogate
Homes for Students, a leading name in purpose-built student accommodation, is on the lookout for a dedicated and talented Portfolio Development Managerto join our dynamic team in Harrogate. The role is 40 hours per week, Monday to Friday, 9am - 5.30pm. The integration team ensures clients' properties transition in and out of our management in the m
Job Source: Homes for StudentsEntrust Resource Solutions
north yorkshire, england, United Kingdom
Portfolio Sales Director – Optical / Electronic products Permanent Yorkshire Our Yorkshire based client is a manufacturer and supplier of photonic and related equipment for imaging and photonic technology applications. They are currently looking for a Portfolio Sales Director to provide leadership and mentoring to internal sales and related techni
Job Source: Entrust Resource SolutionsHeat Recruitment
Harrogate, England, United Kingdom
Investment Operations Assistant/ MPS Assistant Harrogate/ North Yorkshire Salary range: £28,000 - £40,000 plus benefits Company Overview: A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations. Job Description: Collat
Job Source: Heat RecruitmentHeat Recruitment Ltd
Harrogate
Investment Operations Assistant/ MPS Assistant Harrogate/ North Yorkshire Salary range: £28,000 - £40,000 plus benefits Company Overview: A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations. Job Description: * C
Job Source: Heat Recruitment LtdHeat Recruitment
Harrogate
Investment Operations Assistant - Harrogate/ North Yorkshire Basic up to £40,000 plus excellent package Company Overview: A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations. Job Description: Collating and analysing q
Job Source: Heat RecruitmentMichael Page Finance
Harrogate
An opportunity has arisen in a Top 10 Accountancy firm for an Assistant Manager / Manager position in York. You will be responsible for your own portfolio of audit clients and assisting the directors with important matters as part of progression and development. Client Details This Accountancy firm is well established and a leader in it's field and
Job Source: Michael Page Financenorth yorkshire, england, United Kingdom
Portfolio Analyst
Salary: £28,000 – £40,000 plus benefits
Company Overview:
A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations.
Job Description:
• Collating and analysing quarterly AUM figures.
• Managing submissions and ensuring compliance with regulatory requirements.
• Performing financial modelling tasks, including rebalances, buying and selling, and adjustments for encashing or income raises.
• Updating and maintaining lists for portfolio rebalances.
• Keeping all proposition spreadsheets up to date, including tracking performance metrics and maintaining data integrity.
Qualifications & Experience:
• CISI/CFA level 4 qualified.
• Previous experience in investment operations, portfolio management, or related roles essential.
• Analytical and quantitative skills, with proficiency in financial modeling techniques.
• Excellent attention to detail and organisational skills.
• Proficiency in Microsoft Excel and other relevant software.
Portfolio Assistant jobs in north yorkshire, england, United Kingdom
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