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Investment Operations Associate: Client & Portfolio

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: RGH-Global Ltd
Full Time position
Listed on 2026-02-06
Job specializations:
  • Administrative/Clerical
    Business Administration, Office Administrator/ Coordinator
  • Business
    Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
Position: Investment Operations Associate: Client & Portfolio Support
Location: Newcastle upon Tyne

A financial services company in the United Kingdom is seeking an Investment Operations Assistant to provide high-quality administrative support to Investment Managers. Key responsibilities include managing client portfolios, processing account requests, and maintaining accurate internal records. The ideal candidate will exhibit strong organisational skills and attention to detail, with proficiency in Microsoft Office, particularly Excel. A client-focused approach is essential in this dynamic role aiming to deliver positive client outcomes.
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Position Requirements
10+ Years work experience
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