Description
Investment Specialist - Leicester - £500 - CISI/SIPP - 6 months rolling
ROLE
- Thorough and methodical research with critical evaluation to rapidly achieve a comprehensive and objective understanding of problems and opportunities.
- Identifying and documenting potential solutions considering all available information and constraints.
- Recommending and managing implementation of solutions including upstream and downstream impacts.
- Effectively applying any applicable professional standards to projects/tasks.
- Identifying and liaising with project/task stakeholders on an on going basis.
- Producing project and communication documents/reports in a professional manner.
- Adhere to relevant methodologies and standards to meet the needs of a fast paced changing business.
SPECIFIC QUALIFICATIONS/EXPERIENCE
Essential
- Hands on broad knowledge of the Back Office investment trading life cycle including:
- Processing investment trades
- Settlements
- Asset servicing including corporate actions and distributions
- Investment administration
- Pricing and valuations - Experience of investments gained in a high volume processing environment or fund administration team
- Use creativity and out-of-box thinking to develop successful process improvements
- Be able to work in a fast paced, dynamic and changing environment
- Be self-motivating and work to a high personal standard
- Strong communication skills
Desirable
- Technical knowledge of investments and their tax treatment
- Experience of streamlining or improving processes
- Writing technical training documents
Professional Experience
Minimum of five years' experience working in investments
Tax qualification, for example
- Level 3 Certificate in Investment Operations (CISI)
- Investment Management Certificate
- Associate of Tax Technicians