Junior Investment Data Operator

Are you passionate about finance and eager to grow your career? We’re looking for a detail-oriented and motivated Junior Investment Data Operator to join our dynamic team.

About Us:

At Probus Pleion Investment Adviser Ltd, we are committed to providing exceptional financial services and support to our clients. Our clients are our only focus, and our people are our key to being a truly successful organization.

We pride ourselves on our collaborative culture and the opportunity for personal and professional growth. If you are a proactive individual with a keen eye for detail, this is your chance to contribute to our success and enhance your career in the investment sector. We will help you unlock your potential through first-hand exposure to our international expertise and Swiss origins.

Role Overview:

As a Junior Investment Data Operator, you will play a crucial role in maintaining the accuracy and efficiency of our financial operations. You will provide essential financial support and administrative assistance to our investment team and Portfolio Managers. Your responsibilities will include managing transactions, generating reports, and ensuring smooth client interactions

Key Responsibilities:

• Portfolio Management: Record stock market trading transactions, client transfers and updating portfolio investments to maintain precise records.
• Reporting: Prepare and submit comprehensive reports for portfolio managers, ensuring all data is accurate and up-to-date.
• Account Monitoring: Follow up on negative cash accounts for clients and ensure timely resolution and oversee management fees calculations on a quarterly basis.
• Error Management: Identify and correct portfolio performances promptly to maintain data integrity.
• Documentation: Write, submit, and file essential reports to support organizational transparency and efficiency.

What We’re Looking For:

• Strong attention to detail and a commitment to accuracy.
• Portfolio data management and reporting proficiency.
• Excellent organizational skills and the ability to manage multiple tasks efficiently.
• Must be ready to work with French language financial software and tools.
• Exceptional communication skills, both written and verbal.
• The ability to work collaboratively within a team and independently when required.

Qualification and Skills:

• A bachelor’s degree in Banking or Finance.
• 0 to 2 years of experience in related fields.

Apply today!

If you’re passionate about human capital and people development and meet the criteria, we would love to hear from you.