Teams at RBFCU Wealth Management

Provides personal assistant and administrative support to a seven-person real estate investment team. Responsibilities include managing calendars, meetings, travel, reporting schedules, governance deadlines, document approvals, minutes, action tracking, property records, databases, and stakeholder communications. The role requires strong organization, discretion, attention to detail, and proficiency with Microsoft Office and Teams. This is a full-time, six-month fixed-term role requiring at least four days per week in the office.

Supports institutional UK and Irish LDI clients by managing client relationships, coordinating investment instructions and transactions, assisting with onboarding and mandate changes, maintaining accurate records, preparing reporting and meeting materials, and resolving operational issues. Collaborates with portfolio management, trading, legal, operations, and client change teams while supporting process improvements, automation initiatives, and Client Manager coverage.

Build and maintain investment data solutions, quantitative models, performance attribution systems, dashboards, and reporting workflows. Validate data quality, automate analytical processes, support backtesting and scenario analysis, apply model governance, and collaborate with investment, technology, and risk teams. The role also evaluates emerging technologies, including artificial intelligence and machine learning, to improve investment research and decision-making.