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Job Location | Glasgow |
Education | Not Mentioned |
Salary | 27,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Do you go above and beyond in your current role yet fail to be recognised for itWant to work for one of Scotlands top Investment Management teams where your success is their successElevate your career now.An award-winning provider of investment management, tax, accountancy, and financial advisory services is seeking to welcome a new individual into their Investment Operations team. With hard work and talent forming the pillars of their long-standing success, this company cultivates an inclusive and collaborative working environment. They want to help employees develop and reach their full potential to elevate the individualand their client centric service. With 13 offices in the UK and Ireland, they give an innovative global service in financial services.The role: You will be working within the Investment Settlements team, performing daily corporate action functions within market deadlines. This will be related to Operational Tax function to ensure compliance. You will work alongside the Investment front office. Aday here will involve:- Processing stock notifications- Processing and collating client elections within market deadlines- Processing stock and cash outturns to client portfolios (CGT aware)- Investigation and resolution of stock and cash breaks- Assist with team statistics and daily tasks- Help with liquidation reviews for tax packs- Ad hoc duties within the teamTo succeed you will need: - CISI qualifications (or equivalent)- Investment Settlement operations experience (advantageous)- Demonstrable interest in investment management- Strong communication both written and verbal- Ability to thrive in a fast-paced environment- Understanding of FCA environmentHow youll benefit: - Juicy pension- Life Assurance- Income protection- Private Medical Insurance- Employee Assistance programme (tailored wellness tool)- Generous holiday- Cycle to Work Scheme- Season Ticket loan- Fully funded training towards professional qualificationsLocation: GlasgowSalary:up to £27k
Keyskills :
Investment ManagementStock ExchangeInvestment Portfolios