Investment Administrator

What is an Investment Administrator , How To Become an Investment Administrator - TheCareerHub
  • Growth
  • Salary
    RS 33000-66000

Who is Investment Administrator?

An Investment administrator is qualified personnel who offers services and manages a fund: a group of people (shareholders) pools their savings to invest in financial assets, typically securities or shares. In addition, an Investment administrator does all the 'back office' financial paperwork processing, ensuring that clients have up-to-date information on their fund's investment performance and that the funds comply with all necessary legal requirements.

Typical day at work

What does Investment Administrator do?

Investment Administrators are responsible for servicing and managing a fund. A group of people (shareholders) pool their savings to invest in financial assets, typically securities or shares.

The fund administrator processes all financial documentation in the 'back office,' ensuring that customers get accurate information about their fund's investment performance and that the funds adhere to all applicable regulatory requirements.

  • An Investment Administrator processes telephone, fax and emailed subscriptions, redemptions and transfers.
  • Resolving dealing-related enquiries by email and by telephone, supplying information relating to funds’ portfolios, dealing procedures, markets and prices.
  • Liaising with local offices, clients and shareholders.
  • Processes paperwork for trade related activity.
  • Maintaining share holder register and investors files.
  • Processing dividend payments.
  • Preparing and distributing of shareholder statements and investment manager reports.
  • Distributing interim and end-of-year financial reports to shareholders.
  • Ensuring compliance with anti-money laundering procedures.
  • Reporting of fund transactions to fund accountants.
  • Reconciling daily cash accounts.
Abilities & aptitude needed

What are the skills, abilities & aptitude needed to become Investment Administrator?

  • An Investment Administrator should be confident, determined and self-motivated.
  • They should have strong time management skills. In addition, an individual who wishes to pursue this career choice should be good in numerical, analytical, problem-solving and IT skills.
  • One must have the ability to work effectively under pressure


Which course I can pursue?

Best Colleges

Which are the best colleges to attend to become Investment Administrator?


Which industries are open for Investment Administrator?

  • Specific fund management companies
  • Insurance companies
  • Investment banks
  • Stockbroking firms

Ready to become Investment Administrator?

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Are there internships available for Investment Administrator?

Take the opportunity to work under a professional who gives you industry exposure. It will provide you with hands-on experience in finance, taxes, and auditing and provide you with connections for future reference.

Career Outlook

What does the future look like for Investment Administrator?

An Investment Administrator is a profession where one can work in various sectors of the economy, managing the finances of an individual or a company, managing financial documents and helping out with money management. As global markets increase levels of investment and baby boomers move into their retirement years, demand for investment administrator expertise is expected to grow.

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