Dealing Technician
Isle of Man
Permanent
Our client seeks a Dealing Technician to join their Investment Operations Department
Role Profile: The successful individual will have an important role to play within the Portfolio Bond Dealing Team; contributing to the placement of over 100,000 trades per year totaling over £3bn, ensuring all work is done within the service level agreement and to an exceptional degree of accuracy. Reporting to the Dealing Manager
Key Responsibilities:
- Process high value/risk dealing instructions across all asset types for the personalised portfolio bonds, in line with service standards and to an exceptional degree of accuracy.
- Investigate and analyse cause of dealing errors suggesting applicable changes to process or controls.
- Handle any complex/technical enquiries received.
- Provide training to new members of the team using the training and accreditation process becoming a mentor throughout their development.
- Accurate and timely authorisation of trades up to a value of £500k.
- SME with all investment related tasks providing guidance for colleagues where required, including internal and external audit. This would include any projects/development/testing as and when required.
- Management & maintenance of system controls/regional dealing rules to ensure regulatory compliance.
- Production of MI as required, used for various senior management committees.
Key Skills and Experience:
- Hold or working towards the CISI Introduction to Securities & Investments; or IOC qualification
- Minimum of 3 years' experience in a dealing or investments based role, ideally within the life assurance industry
- A significant understanding of investments
- 5 GCSE's grades A-C or equivalent, including English and Maths
- High level of accuracy
- Good communication skills
- Proven ability to work to deadlines in a high pressurised environment
