Current Vacancies

Investment Executive

Eden Park is looking for an Investment Executive to join a new and growing team. The Clifton Group has recently launched Eden Park Investment Management and requires an Investment Executive to handle queries from financial advisers. The successful candidate will be part of a growing team with excellent opportunities to progress as the team grows. The details of the role are as follows:

Job Description

• Liaise with Eden Park’s sub advisers
• Liaise with platform providers in relation to Eden Park model portfolios
• Review and collate MI from platform providers
• Handle queries from financial advisers regarding the model portfolios
• Assist with collation of information and performance data for the Eden Pak Investment Committee
• Operate platform systems and back office CRM
• Adhere to company SLAs for dealing with queries
• Contribute to ongoing development of Eden Park services
• Feedback recommendations on how to improve the service to the rest of the business

Desired Skills and Expertise

• Excellent telephone manner
• Minimum of 2 years experience in the financial services sector essential
• Elementary experience within a DFM or fund manager is preferable
• Effective communication style both written and verbally
• Excellent prioritisation and organisation skills with the ability to work to deadlines
• Good numerical skills with an eye for detail
• Good analytical and problem solving skills