Investment Operations Specialist
3 weeks ago
Job Title: Senior Portfolio Manager
We are seeking a highly skilled professional to join our Investment Platform Operations team as a Senior Portfolio Manager. As a key member of the team, you will be responsible for providing a holistic service to Advisors and their assistants, managing all relevant requests, and ensuring online submissions meet all business rules.
Key Responsibilities:
- Manage all relevant requests from Advisors and their assistants, including quality checking and screening.
- Ensure online submissions meet all business rules, including signatures, discretionary broker permissions, and security checks.
- Work closely with the team to ensure seamless execution of tasks and responsibilities.
- Investigate, resolve, and take full responsibility for errors made.
Requirements:
- Minimum 5-7 years' industry experience in the LISP environment.
- Minimum 3 years' experience in an IMS Advisor Liaison capacity.
- 3-year relevant Diploma or BCom degree.
- Business Analysis qualification advantageous.
- Advanced experience in Excel (including pivot tables, macros) and other reporting tools.
What We Offer:
- A competitive salary range of $80,000 - $110,000 per annum.
- Opportunities for career growth and development.
- A dynamic and supportive work environment.
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