Manx Technology GroupSmart Island
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High Automation Risk

This role has an above-average probability of significant AI or automation disruption. Consider upskilling and monitoring AI tooling in this sector.

Investment Administrator - 35918

Full TimeTemporaryNot specifiedFinance
Posted 15 March 2026Closes 20 April 2026

Job Description

Our client currently has a fixed-term contract available within their Investment Management Department for an Investment Administrator until the end of 2026. The successful candidate will be primarily responsible for the ongoing administration of externally managed customer portfolios. Reporting to the 3rd Party Team Manager, key responsibilities include account opening and closures, ensuring that all relevant documentation and agreements are completed. The role also entails processing all cash transfers between third parties and the company in line with customer requests and the identification, investigation, and resolution of third party and customer queries. Maintaining positive relationships with external stakeholders and supporting other team members are essential duties for this position. The successful candidate will need to demonstrate the ability to organise and work to strict deadlines while exhibiting a flexible and adaptable attitude. A minimum of 2 years' experience in an investment-related or similar role, alongside a strong working knowledge of Microsoft Office, particularly Excel, is essential. Please email team@itchyfeet.im or follow the link for further information and for details on how to apply https://itchyfeetoffshore.com/jobs/35918-temporary-investment-administrator-until-the-end-of-2026-isle-of-man/

Automation Risk

Automation probabilityi58%
AI exposure (AIOE)i72%

This role contains a significant proportion of routine and codifiable tasks, such as account administration, transaction processing, and report generation, which are highly susceptible to automation. However, maintaining stakeholder relationships and handling complex queries still require human judgment and interpersonal skills, moderating the overall automation risk. The high AI exposure score reflects the strong potential for GenAI and automation tools to augment or substitute many administrative and analytical functions in this position.

Task analysis

  • Administer account openings and closures, ensuring all documentation and agreements are complete.
  • Process cash transfers between third parties and the company in line with customer requests.
  • Identify, investigate, and resolve third party and customer queries regarding portfolios and transactions.
  • Maintain positive relationships with external stakeholders, including investment managers and clients.
  • Support other team members in daily administrative and operational tasks.
  • Organise workload and prioritise tasks to meet strict deadlines.
  • Ensure compliance with internal policies and regulatory requirements during all administrative processes.
  • Prepare and update reports on portfolio administration and transaction activity.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 4122Finance officers
O*NET: 13-2051.00 Financial and Investment Analysts
AI analysis: 16 March 2026

UK Salary Benchmark

Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings

scale £90k
UK sector median
£58,597
UK sector mean
£86,468
£0£23k£45k£68k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

  • Automate report generation using Excel macros or Power BI
  • Use AI chatbots to streamline query resolution workflows
  • Leverage Copilot for document checks and compliance reviews

📈 Disruption outlook

15%1 yr
35%5 yrs
65%10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

💻 TechnologyPower Automate

Automate cash transfer and report tasks

🤖 AI AgentCopilot Studio

Build custom chatbots for client queries

🌍 OutsourcingSpecialist admin provider

Externalise routine account processing

Recommendation

🔀 Hybrid approach

Routine tasks are automatable; human input needed for stakeholder management and complex queries

Microsoft Copilot & M365

Power Automate

Automate document checks and cash transfers

Copilot for Excel

Streamline report creation and portfolio tracking

Copilot Studio

Enhance customer query handling with AI chatbots

Key Skills

Administration and ManagementAdvancedMicrosoft OfficeAdvancedMicrosoft ExcelAdvancedAttention to DetailAdvancedStakeholder ManagementIntermediateClient Relationship ManagementIntermediateTime ManagementAdvancedCritical ThinkingIntermediateReport WritingIntermediateTeamworkIntermediateFinancial ReportingBeginner

Knowledge Areas

Financial Services IndustryRegulatory ComplianceClient Service and Relationship ManagementReporting and DocumentationData Analysis and ReportingOffice AdministrationAccounting Principles

Alternative Career Paths

Investment Analyst85% match

Focuses on quantitative and qualitative analysis of investment opportunities and portfolio performance.

Client Services Manager (Financial Services)80% match

Oversees client relationships and service delivery within financial institutions.

Compliance Officer75% match

Ensures adherence to regulatory and internal compliance standards in financial operations.

Operations Analyst (Banking/Investments)78% match

Optimises and supports operational processes within investment or banking environments.

Also Consider

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

IBM SPSS StatisticsSASThe MathWorks MATLABGoogle DocsMicrosoft WordOracle PeopleSoftSAP softwareWorkday softwareAlteryx softwareMicrosoft Power BITableau

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

57%

of conversations

Classic Auto. Risk

23%

Frey & Osborne

Job Zone

4/5

Considerable prep

O*NET Median Salary

£68k

US ref. $86k · fx 0.79

Occupational family: Business and Financial Operations

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