Job Summary

• To provide specialist advise & support in the collection & analysis of investment information that enables decision making & provide a sound basis for recommendation formulation, through the execution of predefined objectives as per agreed SOPs.

Job Description

Key Accountabilities:

• Download and organize financial reports and correspondence from Funds, managers, delivered to the team email account
• Maintain and organize client contact information in CRM
• Maintain storage and organization of client documents
• Undertake general administration duties including arranging meetings on behalf of the team and booking meeting rooms
• Review specific types of investment recommendations and determine the most appropriate action
• Enhance and build strong and long lasting relationships with beneficiaries/clients in relation to the transaction types providing excellent customer service
• Work is prepared and completed in line with the procedures, deadlines and policies in place
• Complete Investment subscriptions, redemptions and switches within and between fund managers and managed accounts including foreign exchange
• Actively manage the integrity of the data by implementing data scrubbing and consolidation procedures
• Assisting with the day-to-day queries from Front Office, escalating issues to relevant internal parties when necessary managing expectations to ensure any problems are addressed and solutions agreed
• Assist in developing controls and procedures and promote innovative methods/system approaches to meet business needs

Role / Person Specification

• 2 – 3 years of experience in a similar environment at junior specialist level
• Advanced Diploma or Bachelor’s degree (Finance major)

Education

• Higher Diplomas: Business, Commerce and Management Studies (Required)