Investment Operations Coordinator

Full Time

Sheffield, United Kingdom

Job Description

Skybound Wealth operate a centralised Investment Team between the UK, Switzerland and the UAE, leading the investment strategy for the group and supporting approximately 60 Financial Planners and their clients globally.

Following an excellent first half of 2021 for the business, we are looking to expand this team with a new Investment Operations Coordinator based in Sheffield. This role will primarily be supporting our teams in the UK, USA and Switzerland, acting as an excellent first step into a career in investment analysis and international financial planning.

Key Duties
  • Responding to queries from internal staff, clients and external partners
  • Liaising with external investment managers and product providers
  • Assisting with the investment dealing process
  • Updating model investment portfolios using the Dynamics CRM and FE Analytics
  • Updating and maintaining the Dynamics CRM and other Back Office Systems
  • Conducting comprehensive investment research to assist the Head of Investment Research with building model investment portfolios.
  • Preparing regular reports on funds, AUM and model portfolios for senior management and use across the business.
  • Recording bespoke portfolios as required
Desired Skills and Experience
  • An interest in finance and investing
  • Ability to handle a high workload and respond to queries quickly and accurately
  • Comfortable dealing with staff at all levels
  • Good soft skills – organized, analytical, flexible, pro-active, creative
  • Intermediate IT Skills - Excel, Word and PowerPoint. Ideally experience using Dynamics CRM and SharePoint.
  • An interest in financial markets and the ability to keep up to date with trends and latest financial news
  • £20,000-£22,000 per annum salary
  • Sponsorship through the CFA, IMC or Level 4 Diploma exams.
  • Excellent career progression within the investment team and elsewhere across the business
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