GRS Recruitment is excited to partner with a reputable Wealth Management company based in Malta seeking a dedicated Permanent Investment Operations Specialist. This is a fantastic opportunity for professionals with a background in Investment and Financial Services to join a dynamic team that values integrity and excellence. The company prides itself on delivering tailored wealth solutions and fostering a collaborative work environment where your expertise truly makes a difference. The successful candidate will support the oversight and adoption of end-to-end investment operations, including post-trade processing, reconciliations, corporate actions, cash movements, account administration and co-ordination with counterparties.
DUTIES AND RESPONSIBILITIES
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Serve as champion of internally used systems
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Manage post-trade processing of clients’ FX and securities trade, including allocations, settlement instructions, and trade confirmations in internal systems
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Set up / close client accounts in back-office system
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Facilitate stock transfers between custodians and brokers
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Process client cash transactions on a bank level and within book-keeping ERP
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Handle mandatory and voluntary corporate actions
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Ensure timely and accurate bookings by co-ordinating with counterparties
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Serve as the first point of contact for queries or issues related to transactions on clients’ accounts
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Conduct daily reconciliations and ad hoc reconciliations of data produced by Investment Operations team
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Maintain operational procedures and update accordingly
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Serve as the first point of contact with Investment Systems Team, documenting Operations development requirements, perform user testing of developed products and functionalities by Investment Systems team, create and update user manuals and conduct training
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Prepare data for regulatory reporting
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Ensure accurate tax deductions for corporate actions and liaise with Finance team accordingly
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Participate in preparing Qualified Intermediary submissions, including tax calculations, client detail input and tax payments
CANDIDATE PROFILE
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Deep understanding of financial markets and products
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Excellent communication and interpersonal skills
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Analytical skills for performance tracking
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A good team player, capable of collaboration in a fast-paced environment, maintaining accuracy and quality to deadlines
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Ability to build relationships effectively, both in the immediate team, the group’s function, and the wider business
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Dedication to exceeding client expectations
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Strong work ethic, integrity and trustworthiness
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A degree in Finance, IT, Business Administration or related field
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Experience gained in international financial services, account management, payments or banking operations would be advantageous.
COMPANY BENEFITS
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Salary: Commensurate with role and market competitive
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Bonus: Discretionary, based on individual and company performance.
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Location: Valletta, Malta.
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Benefits: Comprehensive benefits package for the best talent. Includes private health insurance, dental insurance, subsidised gym membership, and travel insurance.
Due to the high volume of applications received at GRS Recruitment, only shortlisted candidates will be responded to.
To apply for this position, please email your CV to
Michelle Cooper, michellec@grsrecruitment.com quoting the above job reference or call +356 27780664 for further information.