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Company Overview Newton Investment Management is one of BNY Mellon Investment Management's specialists, and they are a London-based global investment house with expertise in a range of disciplines, including global, regional and emerging-market equities, multi-asset strategies, absolute return investing and global bonds. A global, thematic approach to investment helps them achieve long-term perspective on global financial markets and economies, and identify areas of long-term risk and opportunity. Their belief is that responsible investment is better investment for clients and they consider ESG (environmental, social and governance) issues in relation to every company in which they invest. Newton is part of BNY Mellon Investment Management, one of the world's largest investment managers. What's on Offer? Newton is a professional, friendly and collegiate place to work offer a number of benefits like a 12% pension contribution, flexible working hours and opportunities to progress. The firm looks to attract individuals who are keen to work as part of a team, in a meritocratic environment, and who are driven to help make the organisation a great place to work. Newton employees are bright, inquisitive, thoughtful and collaborative. They are highly motivated to deliver performance and service to clients. Newton prides itself on being an employer of choice, with a commitment to diversity. The successful applicant will be responsible for the efficient administration of a large number of Institutional portfolios for mainly Charity and UK Pension Fund clients. They will work closely with the Client directors responsible for these clients, ensuring that a high level of service is provided to the client. Core responsibilities:
Answering general questions and resolving daily queries from clients, Client directors, internal and external contacts.
Co-ordinating transition process for new / terminated clients.
Preparation of client presentation packs including the collation of performance data/asset attribution analysis data.
Preparation of information included in Trustee reports for client meetings.
Attending client meetings to discuss administration processes, when required.
Working closely with designated Client directors on all administration issues.
Ensure management information figures are collated on a monthly basis.
Input into various departmental projects.
Ensuring that the client database information is always kept up to date with any amendments. #LI-DB2
Qualifications Skills Required:
Solid experience in Client Service administration with minimum two year experience in Investment Management.
Keen and enthusiastic personality who adapts easily to change, and works well in a team environment.
Excellent written and verbal communication skills
Strong organisational skills
Ability to work under pressure, within tight deadlines
BNY Mellon is an Equal Employment Opportunity Employer. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.