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Trainee Technical Investments Analyst.

Douglas, Isle of Man

Job Type

Full Time

About the Role


This role would suit a high performing administrator with an understanding of Investments and / or Fund Administration.

The key responsibilities of the role are:

 Checking and signing off reviews undertaken by other team members

 Responding to internal / external queries in respect of asset related matters

 Conduct weekly and monthly audits to ensure policies are compliant with regulatory


 Maintain and update accurate asset details in the Master Data Warehouse

To ensure that this role is carried out to the desired level, the successful candidate will need the

following skills and experience:

 Two years’ experience working in a Life Assurance environment

 Previous experience in an investments related role would be advantageous

 CISI Introduction to Securities and Investments Certificate is desirable

 Have basic understanding of Investments

 Hold a minimum of 5 GCSE’s one of which should be Maths

 Good analytical and numeracy skills

 Ability to work accurately under pressure, and have good attention to detail

 Good planning and organisational skills

 Familiar with Microsoft Office packages, in particular Excel

About the Company

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