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Job Description

JOB Description :


Overall purpose of the role:


  • Provide Operation / Oversight Services within IMS Investment Analytics
  • Management Information Statistic (MIS) and Service Level Agreement (SLA) maintenance
  • Produce accurate and timely data
  • Assists where necessary to produce ad-hoc data for other Departments
  • Maintain strong internal / external relations
  • Help drive team forward and promote team working
  • Project work, including on-boarding new clients, new systems and liaising with multiple stakeholders

Key Tasks and Responsibilities:


Job rotation and career enhancement (formal and informal training) is also a part of the ethos within the team environment.  These include:


  • Produce accurate and timely operational data, from in house and 3rd party systems, on a monthly/quarterly basis for Equities, Fixed and Balanced clients.
  • Assist where necessary to produce ad-hoc request for multiple clients
  • Maintain strong relations with various areas of IMS and with the client directly via regular consultations and correspondence.
  • Help drive team forward and promote team-working
  • Provide daily support to the Operations team. Ensuring all client timetabled deadlines are met and all ad-hoc queries are completed in a timely manner. Regularly review procedures and implement changes to improve the reporting and communication process. Contribute to driving any new client onboarding Projects forward and maintain oversight.

Overall skills required:


PC Skills : Excel skills Basic / advantage


Educational Level/professional qualifications (minimum requirement):


Degree or equivalent – mathematical related subject preferred


An aptitude for mathematical information


Initiative and Drive


PC Literate


BCom, BBA, MBA or CFA an advantage


Years/breadth of experience:


1-3 yrs work experience within an asset management company would be beneficial


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