Mason Blake

Mason Blake, a leading specialist asset manager in London, is seeking a Private Client Administrator to join their close-knit team. The role involves completing daily operational tasks, onboarding new clients, and managing client relationships, ensuring accuracy and compliance. Ideal candidates must possess 2-4 years of experience in client servicing within financial services, excellent organisational skills, and the ability to communicate effectively with clients and colleagues. Join a firm renowned for its commitment to sustainable investing and exceptional client service.

Role Overview Private Client Administrator. Our client is a leading specialist asset manager renowned for its commitment to sustainable investing and delivering exceptional service to private clients. With over £20 billion in assets under management and a strong reputation built over more than 35 years, the firm prides itself on forging long term, transparent relationships with both clients and employees. As part of ongoing growth, they are looking to hire a Private Client Administrator to join their close-knit team in London. Key Responsibilities Complete daily operational tasks, including control reports and data feeds Assist with onboarding new client accounts and eventually manage own client onboarding processes Maintain and develop relationships with a small book of existing clients Support periodic reviews and due diligence processes, including verification checks and record updates Manage client data on internal and external systems, ensuring accuracy and compliance Provide audit statements and supporting documentation as part of regular reporting Support data cleansing projects and system updates Assist senior team members in resolving client queries Liaise with third party consultants, audit firms, and internal teams to coordinate client requirements Manage the team inbox, ensuring prompt and professional responses to all enquiries Support ad hoc processes such as account closures and asset transfers Candidate Requirements 2-4 years' experience in client servicing or a similar administrative role within financial services (preferred) Basic understanding of private client or investment management services Excellent organisational skills with the ability to prioritise work effectively and manage multiple tasks simultaneously Confident communicator with strong written and verbal skills Comfortable dealing directly with clients and colleagues at all levels Strong numerical, analytical, and IT skills Ability to quickly learn and adapt to internal systems and procedures Self motivated and able to work unsupervised while contributing to team goals Core Values Candidates should demonstrate the ability to act in line with the firm's core values, promoting ethical business conduct and a client focused approach in their daily work. Location London, with a collaborative and supportive office based environment. If you believe your experience aligns with the requirements of this opportunity, please apply with a copy of your CV. Mason Blake acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age.

A global asset management firm is looking to hire a Senior Portfolio Implementation Specialist. The Portfolio Implementation team serves as a vital link between Portfolio Managers and Traders ensuring the accurate and timely execution of investment views across a diverse range of strategies. Responsibilities Support Portfolio Managers by implementing investment decisions efficiently across multiple strategies. Model and apply investment views consistently across portfolios. Manage trade orders to ensure optimal execution. Oversee cash flows and portfolio rebalancing, maintaining alignment with investment objectives. Monitor asset allocations and FX hedges to ensure compliance with fund mandates. Ensure portfolios adhere to house views and are managed within defined risk parameters. Candidate Profile Relevant experience in a similar portfolio implementation or trading support role at an asset management firm. Strong knowledge of a wide range of investment strategies and asset classes. Advanced Excel skills. Ability to multi-task, prioritise and deliver high-quality work under pressure of tight deadlines. Meticulous attention to detail and strong analytical skills. Strong interpersonal and communication skills. Keen interest in financial markets. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

Mason Blake, a global asset management firm, is looking for a Senior Portfolio Implementation Specialist to enhance the team's efficiency and accuracy in executing investment views across various strategies. The ideal candidate will have relevant experience in portfolio implementation, strong knowledge of investment strategies, and advanced Excel skills. This role involves managing trade orders, monitoring portfolios, and ensuring compliance with fund mandates.

A leading global investment management firm is seeking an Equity Research Analyst to join their European Equity team in Greater London. This role involves performing fundamental analysis, developing financial models, and producing research reports to aid investment decisions. Candidates must have 1-2 years of relevant research experience, fluency in English and another European language, and be intellectually curious with integrity. This position offers an opportunity to collaborate effectively within a dynamic team environment.

An exciting opportunity to join a global investment management firm with an exceptional performance track record. The firm is looking to hire a motivated Equity Research Analyst to cover the Global Energy sector including both conventional and sustainable energy companies. Key tasks and responsibilities Conduct detailed fundamental analysis of energy companies Build and maintain detailed financial models to support investment thesis and valuation frameworks Generate high conviction investment ideas for inclusion in relevant portfolios Perform macro level research on global energy markets including regulatory, technological, and ESG developments Present well articulated investment recommendations at weekly investment committee meetings Monitor and update research on existing portfolio holdings Regularly engage with company management and attend conferences to gather insights Contribute to ESG engagement efforts Candidate Profile 2 5 years of equity research experience Relevant work experience and knowledge of the energy sector is a plus Willingness to embrace a long term, fundamental investment approach Good team player who thrives in a collegiate culture Intellectual curiosity, humility and a commitment to continuous learning Analytical mindset Currently working towards (or willingness to pursue) the CFA qualification Undergraduate degree (minimum 2:1) Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

Mason Blake is seeking a motivated Equity Research Analyst to join their team in the Greater London area. The successful candidate will cover the Global Energy sector, performing detailed analyses and generating investment ideas. You will be responsible for building financial models and monitoring existing investments, requiring a solid background in equity research and a commitment to the CFA qualification. Join a global firm with a strong performance track record.