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Investments Specialist (O910284)

Douglas, Isle of Man

Assurance & Insurance

£30,000 - £35,000 per annum plus benefits

Full time / Permanent

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Job description


Our leading Financial Services Client are seeking an experienced Investments Specialist to support the transformation and the future growth of the business within the Customer Servicesfunction

Role Profile:

  • Responsible for controls oversight and sampling, suggesting new controls or improvements to existing controls where necessary
  • Responsible for process effectiveness and reviews/improvements
  • Act as SME in terms of complex case resolution including complaints or escalations where necessary
  • Represent and lead for Investment Operations in projects or initiatives as required
  • Be responsible for the prioritisation and delivery of Tactical Initiatives
  • Provide expert training and coaching to colleagues when required
  • Proactively prioritise work to ensure issues and risks are addressed in order of criticality and in a timely manner and improvement effort provide a return on investment
  • Have oversight of investment risks events, ensuring closure in a timely manner with appropriate remedial actions to avoid repeat instances
  • Work closely with the Investment Team Leaders to ultimately improve the service offering

Person Profile:

  • Significant experience of Investments and the International Life Office industry
  • Demonstrable experience of continuous process improvement knowledge and application to an organisation
  • Analytical - proven ability to use, interpret and develop meaningful data on which decisions can be made
  • Proficient in MS Office (including Excel)
  • Excellent organisational skills and ability to meet tight deadlines in an environment with competing priorities
  • Diligent and conscientious in the accuracy of their work, excellent attention to detail
  • Ability to operate in a fast paced, dynamic environment and able to work under pressure
  • Ability to solve complex problems quickly and decisively

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