Investment Dealer & Analyst

• To accurately execute buy and sell orders on behalf of clients, ensuring adherence to best execution practices.
• Raising instructions for subscriptions and redemptions in open-ended collective investments.
• To provide investment reporting and administration services as required or requested by the investment management team.
• To assist the investment management team with the preparation of written material on the selection of suitable securities for inclusion on focus lists, as guided by the team.
• To attend and assist at investment management committee meetings.
• To liaise with other teams within the business and third parties as required from time to time.  
• To assist the development of the Company's reporting systems.
• Potential for responsibility in specific security research areas.
• To work in partnership with the compliance team and to adhere to the requirements of the regulatory body.
• To adhere to company policies and procedures.
• To bring any areas of non-compliance or non-conformity to the attention of senior management and seek their guidance.

• 2-4 years of experience working in the financial services industry.
• The ability to quickly develop working knowledge of all operating systems used by the Company.
• Preferably a suitable OFQUAL Level 4 qualification with the Chartered Institute for Securities & Investment.
• A working understanding of investment markets.
• Numeracy, accuracy, and literacy: being able to work with numerical data accurately with speed is essential. Accurately reading and interpreting relevant research.
• Technologically literate with an ability to adapt to new operating systems with ease.
• An appreciation of administrative, fund and investment management systems (e.g. Bloomberg, Alpha Terminal, Morningstar, MS Office).
• The ability to work as part of a team is vital, maintaining strong interpersonal skills.
• The ability and confidence to develop good relationships with clients of the Company.
• The ability to accurately execute buy and sell orders on behalf of clients, ensuring adherence to best execution practices.
• To manage the transaction process therefrom, liaising with back-office teams where necessary.
• A working knowledge of the management of investment accounts.
• Experience with order execution in equities and bonds directly with brokers, as well as via Bloomberg EMSX and other dealing platforms.
• A working knowledge of banking procedures and practices, where applied to investment management.
• A good understanding of the practical applications of investment services.
• Knowledge and appreciation of compliance issues as they relate to the provision of investment services.

Your specialist: Mark Burman

Quote job ref: 15396

Hi, I'm Mark and I look after all the temp / contract roles. If this exciting job sounds up your street, please submit your details, we look forward to hearing from you.

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