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Posted about 1 month ago

Reach your potential and enjoy a progressive career with a leading, multi-jurisdictional financial services provider.

In this role you will provide and promote a superior client experience, and work collaboratively with the client relationship teams, providing assistance with data management and fund system operations. You will support the ongoing data management of the client/investor lifecycle, by ensuring all client and investor static data is captured, recorded and accurate.

Committed to training and developing their employees, you will be encouraged and supported to reach your full potential.

Responsibilities will include:

  • Assisting with data reviews, reporting and migrations for client platforms​

  • Working closely with the operations team and client facing teams to understand fund structures, from a system setup perspective​

  • Assisting with the onboarding of clients​

  • Carrying out tests for new system releases​

  • Assisting with queries related to platforms such as Investran and data storage ​

Experience and skills required:

  • Hold or be currently working towards a professional qualification (ICSA/CGI)​

  • ​Minimum 2 years’ experience in the finance industry, within funds or data management

  • Team player​ and a willingness to learn

  • Proactive approach to tasks​

  • An understanding of GDPR and risks associate with storing personal/sensitive data​

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.