PSM Finance Manager Leader
6 days ago
About FNZ (UK) Ltd
We strive to open up wealth so that everyone, everywhere can invest in their future on their terms. Our goal is to empower our partners to deliver exceptional client experiences by providing a global, end-to-end wealth management platform that integrates modern technology with business and investment operations.
As a PSM Finance Manager Leader, you will be responsible for managing the PSM team and related tasks & risks within required quality and SLA standards. Key accountabilities include:
- Management of daily and monthly PSM tasks within required quality and SLA/KPI standards
- Management and analysis of instrument mergers, scrip transfers, instrument manco changes, bulk switches, pricing errors, distribution errors, ring-fencing, Manco SLAs
- Management of team errors, breaches and backdates
Key skills and qualifications include:
- BCom Accounting or similar
- Investment Association of Collective Investment Schemes (CIS) an advantage
- Computer literate (MS Office) with strong Excel skills
- 2-3 years' experience in a Unit Trust or LISP environment
- 2-3 years' experience in a relevant Finance/Special Admin department
- Strong understanding of key processes within a LISP environment
- Prior team leader experience an advantage
We are committed to opening up wealth and empowering our partners to deliver exceptional client experiences.
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