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 PP22608
👤 For candidates
🤖 Enhance with AI
- ›Master Excel automation for faster data reconciliation
- ›Utilise AI tools for report drafting and error detection
- ›Apply GenAI for regulatory guideline summarisation
📈 Disruption outlook
% 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
🔄 Alternatives
Automate transaction processing and data reconciliation tasks
Automate investment reporting and dashboard creation
Delegate routine admin and reconciliation work offshore
⚡ Recommendation
⚡ Augment roleAI can streamline routine tasks; human oversight needed for compliance and client queries
Microsoft Copilot & M365
Automate transaction processing and document workflows
Accelerate data analysis and error detection
Create interactive investment reports for stakeholders
Financial Quantitative Analysts
O*NET 13-2099.01
🏢 For Employers
This role scores highly for automation potential. You may want to consider a technological solution - or redesign the role to focus on tasks that benefit from human judgement.
👤 For Candidates
This role is highly automatable. Unless you can augment your work using AI tools, long-term prospects in this area may be limited. Consider building complementary skills that are harder to automate.
Job Description
Automation Risk
This role contains a significant proportion of routine and codifiable tasks, such as transaction processing and record-keeping, which are highly automatable with current RPA and workflow tools. However, tasks involving client interaction, complex issue resolution, and regulatory interpretation still require human oversight and judgment. The high AI exposure score reflects the strong potential for GenAI and analytics platforms to augment reporting, compliance, and data analysis activities.
Task analysis
- Process and reconcile investment transactions for client portfolios.
- Prepare and deliver periodic investment reports to clients and internal stakeholders.
- Monitor portfolio compliance with regulatory and internal guidelines.
- Respond to client and team queries regarding portfolio activity and documentation.
- Maintain accurate records of all investment activities and documentation.
- Assist in the onboarding of new investment clients, including KYC and due diligence.
- Support the investment team with data collation and analysis for portfolio reviews.
- Identify and escalate discrepancies or issues in portfolio data.
Occupational Classification
UK Salary Benchmark
Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings
👤 For Candidates
AI & future-of-work guidance
🤖 Enhance with AI
- ›Master Excel automation for faster data reconciliation
- ›Utilise AI tools for report drafting and error detection
- ›Apply GenAI for regulatory guideline summarisation
📈 Disruption outlook
% 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
Automate transaction processing and data reconciliation tasks
Automate investment reporting and dashboard creation
Delegate routine admin and reconciliation work offshore
⚡ Recommendation
⚡ Augment roleAI can streamline routine tasks; human oversight needed for compliance and client queries
Microsoft Copilot & M365
Automate transaction processing and document workflows
Accelerate data analysis and error detection
Create interactive investment reports for stakeholders
Key Skills
Knowledge Areas
O*NET Competency Skills
Alternative Career Paths
Focuses on in-depth analysis of investment opportunities and portfolio performance.
Ensures organizational adherence to financial regulations and internal policies.
Manages and develops relationships with investment clients, focusing on service and retention.
Optimizes and oversees financial operations and process improvements within investment firms.
Also Consider
🔥 Hot Technologies
In-demand tools for this occupation (O*NET)
Work Activities
General work activities from O*NET
- Working with Computers
- Analyzing Data or Information
- Processing Information
- Getting Information
- Making Decisions and Solving Problems
- Updating and Using Relevant Knowledge
- Communicating with Supervisors, Peers, or Subordinates
- Interpreting the Meaning of Information for Others
- Thinking Creatively
- Estimating the Quantifiable Characteristics of Products, Events, or Information
- Identifying Objects, Actions, and Events
- Organizing, Planning, and Prioritizing Work
- Communicating with People Outside the Organization
- Establishing and Maintaining Interpersonal Relationships
- Providing Consultation and Advice to Others
Anthropic Economic Index
Real-world AI adoption data from millions of Claude conversations · Dataset ↗
Observed Claude Usage
22%
of conversations
Job Zone
5/5
Extensive prep
O*NET Median Salary
£56k
US ref. $70k · fx 0.79
Occupational family: Business and Financial Operations · Wage group: Financial Specialists, All Other
Similar Jobs
Part Time Bookkeeper
70%Motor Isle Ltd
Exact role match
Closes 22 April 2026
Investment Administrator
70%Bespoke Recruitment and HR
AgencyExact role match
Closes 27 March 2026
Trust & Company Administrator
70%Search and Select Recruitment Agency
AgencyExact role match
Closes 8 April 2026
Onboarding Administrator
70%Bespoke Recruitment and HR
AgencyExact role match
Closes 27 March 2026