Job Description

The Role

• Collect all the necessary information from the client.

• Download or get the financial statements of the clients from the Custody.

• Obtain all the information of the managers in which the client is invested.

• Review the AUM of our clients' pension plan each month.

• Calculate the returns of all the accounts of the plan and the total plan using the financial statements.

• Support different business needs.

• Have constant communication with the Client team to deliver a high-quality work to the client.

• 1-3 years of relevant experience in investment operations, trade support, or a similar role.
• We expect candidates to demonstrate their interest in financial markets, institutional investing, and investment management.
• We would like to see resourcefulness as well as a desire to expand investment knowledge.
• We are looking for individuals who can combine project management and organizational skills with effective communication and collaboration.
• Your working knowledge of Excel and databases will be applied to our internal processes and systems.
• You will be supported to think innovatively to evolve and improve our solutions.
• We are looking for candidates that thrive in an inclusive team based working environment.
• Proficient in oral and written English.

Inclusive job opportunity