Investment Platform Operations Specialist
3 weeks ago
Job Role: Specialist Consultant
We are seeking a highly skilled Specialist Consultant to join our Investment Platform Operations team at Rory Mackie & Associates. As a key member of our team, you will be responsible for providing a holistic service to advisors and their assistants, including quality checking, queries, rejections, and reporting.
Key Responsibilities:
- Provide a comprehensive service to model portfolio providers and administration of global products offered.
- Ensure online submissions meet all business rules, including signatures, discretionary broker permissions, and security checks.
- Understand and adhere to business rules and processing rules, working within the required SLA.
- Assist other team members when necessary, including providing cover during periods of absence.
- Investigate, resolve, and take full responsibility for errors made.
Requirements:
- Minimum of 5-7 years' industry experience, particularly in the LISP environment.
- Minimum of 3 years' experience in an IMS Advisor Liaison capacity.
- 3-year relevant diploma or BCom degree.
- Business Analysis qualification will be advantageous.
- Advanced experience in Excel, including pivot tables, macros, and other reporting tools.
What We Offer:
- Opportunity to work with a leading global asset manager.
- Chance to develop your skills and expertise in investment platform operations.
- Collaborative and dynamic team environment.
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