Looking to step up in a dynamic investment operations environment, our client is seeking a proactive and detail-driven Senior Administrator to join their External Management and Custody team.
The Role
Be at the heart of investment data operations driving accuracy and efficiency across external relationships
About You
You will bring experience enthusiasm and a solutions focused mindset to thrive in this collaborative role.
The Reward
The Role
Be at the heart of investment data operations driving accuracy and efficiency across external relationships
- Use Microsoft Excel to format and transform data quickly and accurately
- Process valuation data using Xceptor where applicable
- Spot opportunities to streamline tasks and reduce manual effort through automation
- Support project initiatives and quality assurance processes
- Write and review procedures to keep documentation current and clear
- Provide coaching and support to less experienced team members
About You
You will bring experience enthusiasm and a solutions focused mindset to thrive in this collaborative role.
- Prior experience in financial services or the life assurance industry
- Advanced Excel skills with strong understanding of formulas and data management
- Knowledge of Xceptor is desirable
- Confident communicator with excellent written and verbal skills
- Experience of liaising with fund managers custodians and financial advisers
The Reward
- Key role in a growing investment operations team
- Opportunities to build technical skills and specialise further
- Supportive environment that values development and collaboration
- Excellent benefits package