This is an exciting time to join our client’s growing team as an Investment and DFM Executive!
If you have experience in financial services and are looking for a new challenge, this could be the next role for you. You will play an integral role in working with the team to deliver daily objectives within expected timeframes.
Skills and experience required:
- Previous experience in financial services is ideal
- Exceptional organisational and communication skills
- Working knowledge of Excel and other IT applications
Responsibilities:
- Assisting with fund and DFM vetting and onboarding processes
- Liaising with Fund Managers, Investment Managers, stockbrokers, and relevant third parties
- Completing operational processes for DFMs and maintaining relationships
- Consistently achieving departmental SLAs and KPIs
- Working with the team to ensure exceptional service delivery
- Ensuring adherence with regulatory requirements and compliance frameworks
- Supporting the business software infrastructure with user acceptance testing
- Responsible for daily pricing controls
In return, you’ll receive a competitive salary with excellent benefits such as a discretionary annual bonus, 28 days holiday (including Bank Holidays), professional development and internal progression, and more!
Don’t miss out on this fantastic opportunity – apply today!