We are seeking a proactive and analytical Investment Officer to join our team. In this role, you will support the management of investment portfolios, conduct market and financial analysis, and provide insights that contribute to sound investment decisions. If you're passionate about financial markets and delivering strong investment outcomes, we'd love to hear from you.
The Investment Officer is responsible for providing investment administration, operational control and portfolio support services for investment portfolios managed by Guardian Asset Management Investment Services Limited (GAMISL). The role ensures accurate processing, validation, settlement, reconciliation, monitoring and reporting of investment transactions while maintaining the integrity of portfolio records and supporting compliance with internal policies, regulatory requirements and industry standards.
The incumbent contributes to the efficient administration GAMISL investment portfolios by maintaining accurate investment records, supporting financial and regulatory reporting, performing reconciliations,
investigating operational exceptions, preparing management information, and assisting with portfolio analysis. The role also supports continuous improvement initiatives by supporting regulatory compliance, operational controls, and client servicing requirements, by contributing to the delivery of high-quality service to both internal and external stakeholders.
⦁ Identify and escalate unusual transactions, control weaknesses and operational risks to the Team Leader.
As a regulated entity with obligations under the Know Your Employee guidelines, a Certificate of Character is required.
The Investment Officer demonstrates a high level of integrity, professionalism and accountability while administering investment portfolios within a controlled and regulated environment. The incumbent exercises sound judgement maintains confidentiality of sensitive financial information, and consistently delivers accurate, timely and reliable work.
The role requires a proactive, customer-focused individual who effectively manages competing priorities, collaborates with internal and external stakeholders, identifies and reports operational risks and continuously seeks opportunities to improve processes, strengthen controls and enhance service delivery.
Applications will be treated with the utmost confidentiality.
The construction claims consultants with a distinguished, over 30-year track record, Guardian Group, now a division of YA, specializes in surety bond claims, construction defects, property & casualty claims, construction claims management, construction management and environmental claims & advisory services. No matter the size or complexity of your claim, case or issue, and regardless of geography, Guardian Group was engineered from the outset to deliver a more robust, more efficient, more enduring service value. Our regional offices make it so the right team of construction claims consultants may be deployed swiftly and cost-effectively.
Guardian Group serves surety bond companies, insurance carriers, law firms, municipalities, building owners and others with an unprecedented combination of forensic claims investigations and technical construction & engineering expertise. Guardian's seasoned professionals operate out of offices in Los Angeles, CA (Torrance), Sacramento, CA, Baltimore, MD (Bel Air), Dallas, TX, Fort Lauderdale, FL, Denver, CO, Nashville, TN and Phoenix, AZ.
Today, working in concert with YA, we provide you an unmatched team of technical experts, with 500+ people serving clients across the country, in Mexico and in England.
We look forward to connecting with you!
