Dealing Senior Associate - Bristol, United Kingdom - Flair for Recruitment

Flair for Recruitment
Flair for Recruitment
Verified Company
Bristol, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description
Do you have experience in Financial Services Operations? Are you a strong communicator with a good eye for detail?

Our client, an award-winning investment and technology solutions firm, is looking for a Dealing Senior Associate to join their team.


Your responsibilities will include:

  • Day to day processing of all trades
  • Provide assistance to the other sub teams of the Dealing team
  • Receiving, checking and passing on all dealing requests
  • Fielding any operational investment queries internally within the business
  • Processing Contract Notes and ensuring Fund Manager purchases are settled daily
  • Management information recording
  • Incident and error reviews/Root cause analysis
  • Raising and reviewing CASS breaches alongside the Team Leader
  • Team support in absence of Team Leader

Your skills:

  • Ability to work well under pressure
  • Good communication skills
  • Efficient and accurate
  • Selfreliant, good problem solver, results oriented
  • Energetic, collaborative, and proactive
  • Familiarity with Microsoft Office, including strong Excel knowledge
  • Previous experience of dealing with OEICS, Unit Trusts and Equities/ Previous experience of using EMX, Calastone/Pulse/Symphony Experience (desirable)

About the Firm:

  • Multi award winning technology and financial services business multiple Gold awards for client service and recently secured a national award for the business
  • Extensive benefits package including a wellness subsidy, volunteer leave (3 days per year), discretionary bonus and substantial pension
  • Modern offices in central Bristol offering open plan working, break out pods, games areas and a wellbeing room
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