Investment Administrator (maternity cover)

Investment Administrator (Pensions) (9 month maternity cover)

To provide investment analysis activity in accordance with QROPS and other products’ statement of investment principles (SOIP) and provisions. To assist with the investment administration of all pension processes within the department, and relationship coordination. Excellent communication skills will be required in order to deliver a first-class customer service.

Key Responsibilities

Investments

  • Reviewing all investments in line with the Investment Principles
  • Accurately record all investments on back-office systems
  • Maintaining and updating the status list of accepted and rejected investments
  • Investigation, analysis, review, recommendation, and documentation of all non-standard pension investments
  • Monitoring investment applications for transfers in and new business
  • Portfolio reviews and analysis
  • Thorough research via use of the appropriate medium
  • Critically evaluating information gathered from multiple sources
  • Forwarding all bond provider investment updates to members/IFAs
  • Tracking/ recording all updates related to suspended/distressed funds
  • Producing monthly/quarterly MI on distressed assets and suspended funds for board meetings
  • Produce/co-ordinate mailings for investment updates
  • Being a member of the Investment Committee/Structured Notes Committee and Investment Forum

Dealing Instructions

  • 4 eye check on dealing instructions, including that investment parameters have been met
  • Sense check completed dealing instructions on the system against hard copy/info provided
  • Feedback errors where necessary

Self Direct Scheme Members

  • On boarding/processing applications for Self-Direct Scheme Members in accordance with Pension Regulations
  • Producing Deed of Indemnity/Power of Attorneys and renewals
  • Ongoing relationship coordination of Self-Direct Scheme Members
  • Renewals of Self-Direct applications

General Admin

  • Communication with advisers/ internal teams
  • Using a variety of sources to respond to requests for information
  • Ensuring records are accurate and compliant with regulations
  • Maintaining client data within the primary back office system
  • Supporting new business by reviewing investments and assets identified on the application to ensure they are aligned to the SOIP

Key Competencies

  • Investment experience
  • Able to work independently and within a team environment with a flexible and adaptable attitude
  • Capturing and thoroughly understanding business requirements
  • High level of analytical skills to critically evaluate information gathered from multiple sources
  • Keen attention to detail
  • Able to meet deadlines without compromising work quality
  • Organised and flexible in approach and able work under pressure
  • Ability to prioritise work efficiently

Qualifications:

Essential:

  • Business related degree (minimum 2nd class) or equivalent professional qualification

 Desirable:

  • A financial planning qualification

 Skills:

  • IT literate
  • Organisation and time management skills
  • Strong written and verbal communication skills
  • Good interpersonal skills
  • Research & data manipulation skills
  • Attention to detail
  • Facilitating skills
  • Analytical & problem solving skills
  • Strong influencing and communication skills
  • Strong decision making skills

 Knowledge:

  • Broad-based business applications background
  • E-commerce in B2B and B2C environment
  • Financial Services environment, ideally pensions and relevant regulatory authority
  • Methods of interpreting and analysing external research data
  • Project lifecycle methodology (e.g. Prince2)

 Experience:

  • Minimum 2 years’ experience working in a Financial Services environment:
  • Analysing and interpreting key information
  • Identifying and recommending appropriate solutions to meet business requirements
  • Strong proven investment and portfolio skills/understanding

 

Job Category: Latest jobs in Gibraltar
Job Type: Full Time
Job Location: Gibraltar
Salary: DOE

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