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Funds & Investments

Read moreInternational Investments Dealer (Isle of Man)
Reference Position Job sector
PP2222 Dealer Funds & Investments
Salary Hours Type
Highly competitive Full Time Temp

Vacancy Description:

 

Our client is seeking an International Investments Dealer.  The successful candidate will work as part of the International Dealing team, who are responsible for placing high value deals on behalf of 10,000 customers with c£3 Billion funds under management. Accurately and efficiently action investment instructions and place trades on behalf of International clients and business partners.

 

Person Specification:

 

The ideal candidate will have 2-3 years experience of working in the offshore life assurance & investments industry, an understanding of the Stock Market, an understanding of International markets, the ability to prioritise and manage time effectively, excellent communication skills and the ability to demonstrate a key focus on quality and customer service.

 

Key Information:

 

This position is within a Life Assurance company based on the Isle of Man.

Read moreDealer (Isle of Man)
Reference Position Job sector
PP2211 Dealer Funds & Investments
Salary Hours Type
Highly Competitive Full Time Permanent

Vacancy Description:

 

Our client is seeking a Dealer within the Investment Administration Department to be responsible for receiving trade instructions and executing them accurately and within agreed deadlines

 

Person Specification:

 

The ideal candidate must have a minimum of 5 GCSEs, or equivalent, with a pass at grade C, or higher, in Maths and English, have passed, or be studying towards, a suitable investment administration qualification at level 3 or above such as the Investment Operations Certificate (IOC), formerly known as the Investment Administration Qualification (IAQ), or an equivalent investment related qualification. A minimum of two years in an Investment Administration dealing role and extensive knowledge, both technical and operational, of the procedures and processes within the industry.

 

Key Information:

 

This position is within a Private Bank based on the Isle of Man.

Read moreDealing Administrator (Isle of Man)
Reference Position Job sector
PP2198 Dealer Funds & Investments
Salary Hours Type
Highly competitive Full Time Permanent

Vacancy Description:

 

Our client is seeking a Dealing Administrator.  The successful candidate will be responsible for placing deals accurately with brokers/fund houses and ensuring that related internal processes are maintained properly, timely and effective resolution of dealing and reconciliation queries and providing support to the Dealing Manager and colleagues through coaching and mentoring of junior team members.

Person Specification:

 

The ideal candidate will have  a good understanding of securities and investments and of dealing processes and practices, good basic knowledge of Microsoft Excel and Word plus Outlook and a minimum of 2-3 years experience in Financial Services, ideally within the Life Assurance industry.

 

Key Information:

 

This position is within a Life Assurance Company based on the Isle of Man.

Read moreSenior Administrator - Dividends (Isle of Man)
Reference Position Job sector
PP2197 Senior Administrator Funds & Investments
Salary Hours Type
Highly competitive Full Time Permanent

Vacancy Description:

 

Our client is seeking a Senior Administrator - Dividends, within the Investments Division.  The successfully candidate will be responsible for administering the receipt of all Dividends/Distributions and Fund Management Rebates to ensure all receivables are collected, that they are posted to the Company records accurately and to provide control reporting/MI such that all appropriate actions or escalations can be progressed. 

Person Specification:

 

The ideal candidate will have 2-3 years minimum Financial Experience, be working towards basic professional qualifications, a good knowledge of Dividends/Distributions and FM Rebate mechanics & processes, a sound understanding of Securities & Investments, competent with Internal systems such as Apache, competent with external Datafeed systems such as Bloomberg & FE, conversant with Microsoft Excel (at an advanced level), Word and Vision the ability to write basic reports for escalation and excellent numeracy and productivity together with accuracy levels are a given.

 

Key Information:

 

This position is within a Life Assurance Company based on the Isle of Man.

Read moreDealer – Treasury/FX/Investments (Isle of Man)
Reference Position Job sector
PP2192 Dealer Funds & Investments
Salary Hours Type
Highly competitive Full Time Permanent

Vacancy Description:

 

Our client is seeking a Dealer – Treasury/FX/Investments to assist the Private Client Relationship team and assist in the management of Private Client Mandates, including the attendance at meetings, the compilation of investment reports and the implementation of overall asset policy for individual clients within Group guidelines.

 

The successful candidate will also encompass those facilitating the effective organisation and workflow of the groups’ Investment Dealing activities on behalf of the underlying client base.

 

Person Specification:

 

The ideal candidate would have at least 5 years industry experience managing Private Client and/or High Net Worth portfolios and either have completed or be studying towards completion of MSI level (or equivalent).  Alternatively, Graduate applications are sought from individuals who also have gained experience in foreign exchange/ treasury/ investments and be interested in gaining additional relevant professional qualifications to support their career.

 

Key Information:

 

This position is within an Investment Management Company based on the Isle of Man.

Read moreTeam Leader Private Equity Accounting (Jersey)
Reference Position Job sector
PP2174 Other Funds & Investments
Salary Hours Type
Highly Competitive Full Time Permanent

Our client is seeking a Team Leader - Private Equity Accounting.

 

Our client is a Fund Management Company based in the Jersey area.

 

For more details contact the Paragon team on 01624 665115 or alternatively send your CV to enquiries@paragon.co.im

Read moreJunior Portfolio Manager (Isle of Man)
Reference Position Job sector
PP2137 Other Funds & Investments
Salary Hours Type
Highly Competitive Full Time Permanent

 

Vacancy Description:

Our client is seeking a Junior Portfolio Manager to assist the Private Client Relationship team and assist in the management of Private Client Mandates, including the attendance at meetings, the compilation of investment reports and the implementation of overall asset policy for individual clients within Group guidelines.

Person Specification:

The ideal candidate must have at least 2 years industry experience managing Private Client and/or High Net Worth portfolios, qualified to at least MSI level (or equivalent) or be in the process of attaining such qualification, must have a research-based background and the ability to understand and apply such skills to assist in the provision of recommendations on a broad range of investment products, including international equities, fixed income, structured products. Alternative investments and an ability to prepare and deliver investment reports to private clients, including High Net Worth Individual clients in a clear and concise manner.

Key Information:

This position is within a Funds and Investments company based on the Isle of Man.

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