Permanent opportunity for an Investment Administrator Senior Executive to join a private wealth organisation based in Douglas. Reporting to the Head of Investment Administration the role holder will support the Head of Investment Administration in controlling and overseeing the activities within Dealing , Settlements and Asset Servicing.
Deputise for the Head of Investment Administration.
Provide technical support to all teams within the Investment Administration department.
Provide operational support to the Investment Administration Executives within the department - covering dealing, settlement and asset servicing, as and when required.
Authorisation of asset reviews and asset standing data, utilising a strong knowledge of asset types and how NPW systems store and use asset standing data fields.
Prepare and evaluate monthly Management Information for the Investment Administration department.
Authorisation of error correction work within the department, in the absence of the Head of Investment Administration and Investment Administration Executive (Dealing) and the analysis of errors in order to reduce the number of errors by identifying root causes and/or trends.
Oversee Business Continuity for the Investment Administration department, ensuring Procedures, the Business Continuity document, the Business Impact Analysis document and the Disaster Recovery document all remain current.
Act as a contact point on the assigned projects for IT with regards to software installation, training and testing. This includes co-ordinating User Acceptance Testing for the team, as required.
Work with the Head of Investment Administration to contribute towards the annual business plan for the department, as required.
Authorisation of all transactions types throughout the department, as required.
Authorisation of higher value deals, as per the limits set within the department (dependent on previous experience)
Assist with identifying training requirements for department members and liaise with their line manager in order to review progress towards objectives on a regular basis.
Skills & Experience:
A minimum of 3-5 years investment experience with ideally 2 years experience working in a management role.
Strong project management skills with the ability to analyse business processes and procedures suggesting and implementing improvements.
Extensive knowledge, both technical and operational, of the procedures and processes within the Investment Administration Department.
Conversant with current regulation pertaining to investment administration and able to identify and react to changes that may impact on the investment administration team.
Ability to ensure errors and/or losses are kept to a minimum by the implementation of robust systems and procedures.
Sound and timely decisions with the information available and respond quickly to business opportunities presented.
Hours & Benefits:
Business hours and Competitive salary.