Job Description

Job Title: Corporate Pension Administrator

Location: Jersey

Reports To: Manager – Corporate Team Purpose of Role: To provide high-quality administrative support to the Corporate Pensions Team, ensuring the effective day-to-day operation of Employer Pension Schemes and Individual Member services. This role plays a key part in maintaining accurate records, processing scheme activity, and delivering a reliable and professional service to Clients. The Corporate Pension Administrator contributes to the success of the team by upholding the Company values in all tasks and Client interactions. Main Responsibilities:

• Providing comprehensive administrative support across Corporate Pension Schemes, ensuring accuracy, compliance and professionalism.

• Processing new member applications and managing monthly pension contribution schedules, including bulk salary uploads and updates to contribution rates.

• Handling leavers and processing associated employer or employee refunds and single contribution transactions.

• Supporting Individual Members by issuing usernames and passwords, delivering valuation requests, and providing leaver and retirement options.

• Processing benefit-related tasks such as internal and external transfer requests, small fund commutations, tax-free lump sums and triviality claims.

• Maintaining accurate and up-to-date Client records that are in line with internal procedures and compliance standards.

• Preparing and issuing clear, professional correspondence to Corporate Clients and Scheme members.

• Communicating effectively with Corporate Clients, Individual Members, Trustees, and pension providers.

• Supporting the training and onboarding of new team members by sharing knowledge and offering guidance.

• Delivering all administrative work in accordance with Company procedures and service standards.

• Fostering positive and collaborative working relationships with colleagues and Clients.

• Managing workload efficiency and prioritising tasks to meet deadlines and Client expectations.

• Identifying opportunities to improve processes and workflows.

• Participating in projects as required.

• Performing other ad hoc duties as requested by the Line Manager and/or Directors.

Person Specification

Criteria Essential Desirable

Education/Qualifications • Educated to GCSE or equivalent level.

• Progress towards, or completion of, a relevant professional qualification.

Experience • Previous experience in an

administrative role, ideally within financial services.

• Experience working with corporate pension schemes.

Knowledge & Skills

• Proficient in Microsoft Office. • Strong organisational skills. • Ability to manage multiple

tasks. • Excellent written and verbal

communication skills.

• Familiarity with pension administration systems and software.

• Knowledge of pension scheme processes.

Behaviours & Attributes

• Strong attention to detail and accuracy.

• Ability to work independently and as part of a team

• None specified.

Core Competencies

Competency Description

Attention to Detail & Accuracy

Delivers error-free work, reviewing Client records and documentation for accuracy.

Communication Skills Communicates clearly and professionally both written and verbally, adapting language and approach to suit the audience.

Organisational Skills & Time Management

Plans and prioritises tasks effectively, managing time efficiently to meet deadlines and balance multiple responsibilities.

Teamwork & Collaboration

Collaborates well with colleagues, sharing information and supporting team objectives.

Problem Solving & Initiative

Takes proactive steps to resolve issues and improve processes without needing direction.

Job Description

Job Title: Trainee Corporate Pension Administrator

Location: Jersey

Reports To: Manager – Corporate Team

Purpose of Role: To support the Corporate Pensions Team in delivering high-quality administration across Employer Schemes and for Individual Members. This Trainee role plays a key part in ensuring the smooth and accurate handling of processes, helping the team meet deadlines and maintain service standards. With ongoing guidance and training, the role will develop the knowledge and skills required to contribute confidently to the wider team and deliver a first-class service in line with the Company’s values. Main Responsibilities:

• Supporting the processing of monthly contribution schedules, joiner and leaver notifications, and scheme changes in an accurate and timely manner.

• Providing leaver options to Clients and assisting with related correspondence for departing scheme members.

• Assisting with maintaining individual member records across internal systems.

• Drafting and issuing routine correspondence to Clients and scheme members.

• Issuing usernames and passwords to members, responding to basic access queries, and escalating where necessary.

• Preparing and sending valuations on request.

• Liaising with pension providers, employers, and other stakeholders to gather required information and support ongoing administration.

• Fostering positive working relationships with Clients and colleagues.

• Participating fully in training and development opportunities to build knowledge, confidence, and understanding of workplace pensions.

• Identifying opportunities to improve processes and workflows.

• Participating in projects as required.

• Performing other ad hoc duties as requested by the Line Manager and/or Directors.

Person Specification

Criteria Essential Desirable

Education/Qualifications • Educated to GCSE or equivalent level.

• A-Levels or equivalent further education.

Experience • None. • Office-based administration experience.

Knowledge & Skills

• Numerical & written communication.

• Attention to detail & accuracy • Basic IT skills.

• Awareness of pensions or financial services.

• Proficient in Microsoft Office.

Behaviours & Attributes

• Willingness to learn & develop • Proactive approach to tasks. • Reliable, good timekeeping and

organisational skills. • Able to work well in a team

and take direction. • Trustworthy and able to handle

confidential information.

• Interest in pursuing a long- term career in financial services or pension administration.

Core Competencies

Competency Description

Accuracy & Attention to Detail

Ensures work is consistently of a good standard. Reviews own work before submission.

Communication Skills Communicates clearly, asking questions to build understanding and beginning to adapt style to suit the audience.

Organisational Skills & Time Management

Keeps work organised by following set processes, completing tasks on time, and beginning to prioritise effectively.

Teamwork & Collaboration

Works well with others and contributes to a positive team environment.

Initiative Shows enthusiasm and a proactive approach by asking questions, seeking learning opportunities, and contributing without constant direction.

Rossborough Financial will provide full training on all aspects of the role, including our Client database and document management systems and our processes and procedures for managing time-critical financial transactions.

Relevant qualifications are encouraged and will be supported in line with our internal procedures.

Analyst, Investment

Research J o b D e s c r i p t i o n

JOB INFORMATION Job Description Name: Analyst, Investment Research, Investment Services International Recommended Position Title: Analyst, Investment Research Countries applicable to:

Job Code: 60053075 Job Family: Asset Management Sub-function: Investment Management

JOB PURPOSE To identify investment opportunities (stocks) that have the characteristics of a stock that the investments team would invest in and are likely to positively impact investment performance, analyse and monitor stocks for the wealth international investments division and motivate investment ideas to the investments team.

Essential Functions

Attend analyst and company management meetings of investments and companies that offer a read-through, monitor news flow relating to companies, network with external sell side research providers, provide ongoing feedback to investment team as per agreed format and update investment recommendations and valuation modelsbased on company announcements and/ or results. Determine the appropriate risk factors inherent in the company, industry, region, etc. to determine a target price and potential investment return, accordingly calculate and quantify risk matrix, evaluate qualitative information and determine the impact this would have on the risk premium of the investment. Ensure compliance with role specific and group-wide policies and procedures including regulatory and legislative frameworks. Evaluate the growth prospects and cash generation ability of the identified companies over the next 5 years, analyse the companies against an internal research framework for better understanding of the dynamics of the stock as well as the industry in which the companies operate, provide an opinion on quality of management, determine the value of the company and profit drivers and set buy-to price and target price. Form and clearly articulate opinions on the potential of investment opportunities to the investment team and actively participate in the debate as to the relative value opportunities (across sectors and analysts’ coverage) available for inclusion in client portfolios. Generate investment documentation for all the investment ideas, which will include the investment case, valuation and historical metrics. Present to fund managers motivating inclusion of stock to client portfolios while providing on-going guidance as to buy-sell- hold recommendations based on market movements and valuation models and comparisons to alternative investment opportunities.

Screen relevant sectors for suitable ideas, identify investments that meet the screen and warrant further investigation and conduct preliminary reviews of historic financial and fundamental data of the company. Support stakeholders, such as portfolio managers and internal distribution, through presentations, written material and attending client meetings as the subject matter expert and thought-leader of your investment coverage as well as being an ambassador of the investment offering..

JOB FUNCTIONS

QUALIFICATIONS

Education

Type of Qualification Field of Study Required/ Preferred And/Or

Graduate Degree Finance, Commerce,Accounting, or Numerical/Science subjects Required

Certifications CFA Preferred

Work Experience

Experience

Experience Details Required/

Preferred

5 years The role requires at least 5 years of investment analytical experience obtained at a respected financial institution. Required

Total number of years' experience 5 years

Behavioural Competencies - Essential

Behavioural Competency Description

Adopting Practical Approaches Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.

Articulating Information Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information

Challenging Ideas Prepared to disagree and question assumptions; challenges ideas and established views; comfortable arguing own perspective

Checking Things Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.

Conveying Self-Confidence Is self-assured and projects inner confidence; is confident and determines own future; values own contributions

Developing Expertise Is open to taking up learning opportunities; is quick in acquiring knowledge and skills; develops expertise by updating specialist knowledge.

Embracing Change Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new challenges

Examining Information Analyses and processes information; asks probing questions; strives to find solutions to problems

Generating Ideas Is creative in producing ideas; assumes an original approach when generating ideas; adopts radical solutions

Inviting Feedback Is receptive to feedback and acknowledges criticism; open to critique and critical thinking; gathers feedback from others

Meeting Timescales Is target focused and meets deadlines; is punctual and keeps to schedule; is reliable in finishing tasks

Taking Action Takes action to make things happen; uses initiative to start things up; shows drive and invests personal energy

TECHNICAL COMPETENCIES

Competency Group Investment

Competency

Level

Competency Description

Economic Analysis 2. Proficient The ability to forecast the impact of macro environmental factors on the potential performance of investments.

Performance Benchmarking 2. Proficient The ability to select the appropriate index or other benchmark information used to review investment performance.

Research 2. Proficient The knowledge and understanding required to conduct research on investment opportunities, analyse financial performance trends and produce quantitative and qualitative information to inform investment decisions.

Competency Group Trading and Transacting

Competency

Level

Competency Description

International Market Knowledge 3. Seasoned Expertise on cross border transacting, multi-country risk taking, regulations governing cross border transactions and the risks of trading in multiple jurisdictions.

Product Development 3. Seasoned The ability to stay attuned to the needs of the market and developments in the finance sector. Able to translate market knowledge into product innovations and new designs that are responsive to the needs of clients.

Quantitative Analysis 3. Seasoned The ability to build, analyse and interpret quantitative models to determine potential risk exposure. Able to analyse behaviour by using complex mathematical and statistical modelling, measurement and research.

Competency

Level

Competency Description

People Management:

# Direct Resources Managed # Indirect Resources Managed

Individual Contributor

Managerial Archetype

Contacts Description

The role may engage with company management, industry experts and sell side analysts to obtain research and provide input into the analysis process and utilise relationships to improve sector and stock knowledge. Work closely with fund managers, investment analysts and internal distribution. Operate as part of the overall Investment Services team in order to provide a thorough proposition to clients.

SCOPE

Contact with Others

1

Integritas Wealth Partners provides bespoke wealth management services. The term “Partners” refers to how we work with clients to help them meet their financial goals, while developing an understanding of what is important to them, their values and their aspirations. We are focused on developing long-term relationships based on trust and integrity and take pride in placing our clients’ best interests at the forefront of everything we do. The culture of Integritas revolves around understanding and acknowledging that we work for our clients and our clients alone, and by acting in their best interest is to act in our best interest over the long term. We articulate the value in our service and are clear that our clients pay for our service, by outlining the long-term benefits of advice, and impact on their financial and emotional well-being a positive relationship with a wealth adviser can have. Our longer-term vision is to be the most trusted and largest independent wealth adviser in Jersey, with growth through long-standing relationships based on trust. Integritas is committed to setting high professional standards and places strong emphasis on ensuring that industry knowledge remains relevant and current. Advisers of Integritas are experienced wealth management professionals, having worked at leading global financial institutions, and regularly contribute to local professional bodies’ CPD programs. Integritas Wealth Partners is also an appointed adviser of St. James’s Place International, part of the award-winning St. James’s Place Wealth Management Group, a new and exciting development that allows us to be able to advise clients in relation to certain St. James’s Place International Products that are usually only available in the UK through members of the St. James’s Place Partnership. The combination of market-leading solutions and local expertise with a deep understanding of our clients’ needs provides the strength and flexibility in this ever-changing industry.

Integritas supports local community sport and are proud sponsors of First Tower United Football Club, Integritas Hockey Club, Integritas Cricket Club, St Ouen Springfield Cricket Club and the Jersey Pétanque Association. Integritas are committed to Jersey and to Jersey Sport and are supporters of Jersey Red Athletic RFC, in addition they were the proud sponsors of the Jersey Reds for the 2019/20 and for the 2020/21 season. In August 2022, Integritas were excited to announce that they have collaborated with Snap Design & Digital and signed a three-year sponsorship deal as joint headline sponsors for the Jersey Pétanque Association. The sponsorship deal has contributed to the Jersey Pétanque Association launching a brand-new identity, promoting a new era in the development of the sport.

2

Integritas Wealth Partners aspires to be a leader in contributing to the local community. In addition to our work in the community which has included volunteering, sponsoring local organisations and regular fundraising for local charities, the company has made charitable giving an important part of the culture of the business from its incorporation in 2017. From 2017 to 2022 the firm supported local charities through charities of the year and raised and donated over £12,500 in these early years for the fledgling firm. In 2023 the Integritas Charitable Trust was established to enable all the stakeholders of the company; the team, clients, partners and community we work in, to say in the charitable work we do with the purpose of providing charitable grants to the community. The Trust opens for grant applications one period each year. In June 2024 the Integritas Charitable Trust were thrilled to announce their first round of charitable grants, totaling £6,108. Support 10 Jersey charities making a positive impact in our local community. Integritas Wealth Partners is regulated by the Jersey Financial Services Commission – Incorporated in Jersey, Company No. 123205

3

Employer: Integritas Wealth Partners

Job title: Wealth Support Officer

Reports to: Edward Kane, Operations Manager

Direct reports: None

Main location: Ground Floor, 13 Broad Street, St Helier, Jersey JE2 3RR

Contract tenure: Permanent

Role purpose: To provide administrative and marketing support to the Support Team to ensure that the Partner’s relationships between their clients can be optimised, organise the technical task, illustrations, reports and assist with the daily operation of the office.

Key duties and responsibilities:

 Research the most suitable providers and products to meet clients’ needs using research tools as appropriate and as advised by the Partner

 Obtain quotations from product providers and provide illustrations and product information to the Partner as required

 Prepare files including: compliance required documentation; research; illustrations; supporting documentation, prior to sale

 Ensure that files are complete post-sale with all required client identification documentation and necessary application forms

 Process applications accurately and record the required management information

 Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner

 Maintain accurate client information, files/records, ensuring that clients are placed into the Salesforce, our core Client Relationship Management system as agreed with the Partner

 Prepare portfolio valuations as requested  Provide administration support to the Partner / Operations

Manager / Client Relationship Director as required  Support the day-to-day business operations within the Practice

 Project a professional image in both appearance and attitude and provide quality support on time to agreed standards

 Attend and contribute to regular update meetings with the Partner / Operations Manager / Client Relationship Director

4

 Ensure office stationery/equipment is of sufficient quality, quantity and up to date

 Maintain technical competence at an appropriate level to meet the requirements of the role

 Maintain a good working relationship with colleagues, clients and third parties

 Self-development utilising the St James Place development courses and studying towards professional qualifications if applicable

 Manage the practice’s digital presence across approved channels including the website, LinkedIn, directory and search;

5

Special requirements:

Occasional travel to St James’s Place

office in UK

5 years residency required

Person specification:

Knowledge and experience:

 Previous work experience within an office or a customer facing role preferable

 Educated to A Level standard, C grade minimum  Broad experience of Microsoft Office (Outlook, Word, PowerPoint,

Excel)

Skills and behaviours:

 Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly

 Excellent written communication skills  Able to transpose information accurately  Strong numeracy skills  Good organisation skills  Exceptional attention to detail  Manages time effectively with the ability to multi-task  Keeps calm when faced with conflicting demands and

handles these effectively  Always demonstrates a positive attitude  Works well on own tasks as well as on shared goals as part of a

team  Open to change with a creative approach to problem solving  Confident in dealing with third parties and can work with total

discretion

Required Competencies:

o Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks in spite of distractions and interruptions.

o Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables.

o Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.

o Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.

o Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.

o Planning and Organising: Manages own time, priorities, and resources to achieve goals.

o Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.

6

Last updated: 23/12/2024

Next review date: 23/12/2025

This role profile sets out the scope and main duties of the post at the date on which it was drawn up. Such details may vary from time to time without changing the general character of the post or the level of responsibility entailed. Such variations are a common occurrence and cannot of themselves justify a reconsideration of the level or remuneration of the post. All employees of the Practice are expected to be flexible in undertaking the duties and responsibilities attached to their role and may be asked to perform other duties which reasonably correspond to the general character of their role and their level of responsibility.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Manager Investment Monitoring

The role primarily involves monitoring and reviewing investment portfolios and assessing and advising on investment managers. It incorporates assisting in the development of the processes and service offered by the Investment Monitoring Team to the Group’s various private client teams, as well as ensuring that the services meet the needs of each jurisdiction and that appropriate data and reporting is provided to the local Investment Committees and Boards. Job accountabilities:

• Identifying and managing risk associated with client investments. • Prepare ongoing investment reviews and client reporting. • Liaising with the Group’s appointed performance reporting provider. • Attend manager and client meetings where appropriate. • Supporting client teams with investment various related equities. • Participating in Investment Committees and assisting with Board and Committee

reporting. • Management of the process of assessing and approving investment managers,

including meeting with managers and analysing performance data. • Advising on investment manager selection and suitability, as well as arranging and

assessing investment proposals.

Minimum education and experience

• Level 4 investment qualification. • Minimum 7 years of experience in investment management-related role or private

banking role.

Required skills

• Good analytical and written communication skills. • Advanced Excel skills. • Good interpersonal and organisational skills.

Portfolio Mgr, Inv Svcs Offshore

J o b D e s c r i p t i o n

JOB INFORMATION Job Description Name: Portfolio Manager, Investment Services International, Offshore Recommended Position Title: Portfolio Mgr, Inv Svcs Offshore Countries applicable to: Job Code: 60053007 Job Family: Asset Management Sub-function: Investment Management

JOB PURPOSE To control the management of allocated discretionary and advisory managed portfolios, in order to maximise the value of funds within the terms of investment policy and client requirements, develop long term relationships with clients, support offshore and wider group marketing initiatives and ensure identification and mitigation of risks, in-line with applicable legislation and standards and industry best practice.

JOB FUNCTIONS

Essential Functions

Actively participate in various investment committees and meetings, contribute to global monitored list and equity models by leading the coverage of a selection of stocks and where required provide input, assistance and support to the team with investment expertise, investment strategy and general asset management duties. Build, develop and maintain strong relationships with all relevant fiduciary partners and other relevant stakeholders, partnering with them to achieve their goals and addressing the needs of clients by compiling investment proposals. Conduct regular evaluations of client portfolios in order to keep them informed of their position and verify that appropriate levels of fees or commission are being charges. Contribute to the planning and execution of new projects or system implementation initiatives which will impact Investment Services. Create a collaborative and client-focused relationship with all internal and external stakeholders to deliver solutions that effective, pragmatic, and risk appropriate. Deliver exceptional levels of service to clients by owning customer issues, keeping customers informed, and ensuring all their requirements are met timeously, while adhering to the Standard Bank customer service and customer experience standards. Deliver formal presentations, attend client meetings, maintain informal contact and provide clear and compelling communication to all relevant stakeholders to promote the investments business. Develop long-term client relationships via a superior and personal service and act as a higher authority for advice or guidance on portfolio management issues. Ensure proper record keeping within the Customer Relationship Management system, while adhering to applicable acts. Liaise with clients and their intermediaries to design and have suitable and profitable schemes. Maintain an awareness and comply with all Anti Money Laundering laws, regulations, policies and procedures relevant to Standard Bank and comply with all policies, procedures and requirements relevant to the job. Monitor and consolidate client (internal and external) feedback and provide recommendations to relevant internal stakeholders and management. Identify opportunities for continuous improvement and sustainability of solutions, processes and practices to enhance service excellence. Participate in specific projects and activities as required to support the business. Provide expertise, advice, training and sector knowledge to the distribution teams to support development of Investment Proposals and to address the needs of the clients.

Essential Functions

Provide on the job training and support to junior team members achieve operational accountabilities and development objectives, helping them with the daily operations, developing their technical skills and knowledge and motivating them to maximise their individual performance. Seek out relevant cross selling opportunities to maximise revenue. Stay alert to fraud, bribery, insider trading, and any other unusual client activities by being proactive and vigilant in identifying and managing business risks and ensuring compliance with applicable regulations and legislation, adherence to standards, processes policies and procedures. Support the junior/new team members in ensuring that performance reports and portfolio reviews are conducted as per request and delivered in line with expected timelines. Undertake the management of a variety of discretionary and advisory portfolios to maximise the value of the funds within the terms of clients’ requirements and organisation’s investment policy and ensuring adherence with Bank's policies and defined risk levels.

QUALIFICATIONS

Education

Type of Qualification Field of Study Required/ Preferred And/Or

Diploma Finance and Accounting Required Post Graduate Diploma Finance and Accounting Preferred

Work Experience

Experience Experience Details Required/ Preferred

5-7 years Relevant investment industry experience in a similar role. Required

Total number of years' experience 5 years

Behavioural Competencies - Essential

Behavioural Competency Description

Conveying Self-Confidence Is self-assured and projects inner confidence; is confident and determines own future; values own contributions

Developing Expertise Is open to taking up learning opportunities; is quick in acquiring knowledge and skills; develops expertise by updating specialist knowledge.

Developing Strategies is focused on developing strategies; thinks in the longer term and anticipates trends; envisages the future and adopts a visionary approach

Embracing Change Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new challenges

Exploring Possibilities Is conceptual when developing ideas; applies theories to problem solving; prefers to learn by thinking and identifying underlying principles

Generating Ideas Is creative in producing ideas; assumes an original approach when generating ideas; adopts radical solutions

Interacting with People Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people

Managing Tasks Manages tasks by being organised and methodical; plans activities systematically; sets priorities for tasks

Showing Composure Stays calm and relaxed during events; is not worried and tolerates stress levels; is composed in dealing with pressure

Taking Action Takes action to make things happen; uses initiative to start things up; shows drive and invests personal energy

Behavioural Competencies - Essential

Behavioural Competency Description

Team Working Works participatively with others; is democratic and encourages team contributions; collaboratively involves others in decision- making

Valuing Individuals Shows consideration towards others; tolerates the differences in people; values and trusts people

TECHNICAL COMPETENCIES Competency Group Trading and Transacting

Competency Level Competency Description

Client Business Case 3. Seasoned The ability to plan and communicate a business case to support the intent to engage with a financial transaction with a qualified client or to align a new or existing product range.

Deal Appraisal 3. Seasoned The ability to conduct sound analysis of individual transactions, through a thorough due diligence process (e.g. industry structure, company evaluation, cash-flow analysis, growth prospects, credit ratings, etc.).

Exception Handling 3. Seasoned The ability to process complex transactions or client requests where standard operating procedures do not cover the type of activity.

International Market Knowledge 3. Seasoned Expertise on cross border transacting, multi-country risk taking, regulations governing cross border transactions and the risks of trading in multiple jurisdictions.

Product Development 3. Seasoned The ability to stay attuned to the needs of the market and developments in the finance sector. Able to translate market knowledge into product innovations and new designs that are responsive to the needs of clients.

Quantitative Analysis 3. Seasoned The ability to build, analyse and interpret quantitative models to determine potential risk exposure. Able to analyse behaviour by using complex mathematical and statistical modelling, measurement and research.

Competency Level Competency Description

Competency Level Competency Description

SCOPE

People Management:

# Direct Resources Managed # Indirect Resources Managed

Individual Contributor

Managerial Archetype

Contact with Others

Contacts are frequently inter-organizational and outside customer/vendor interactions. Part of a team who represents the organization. Monitors activities and communicates information across the organization

Contacts Description

Engage with customers to provide fund related expertise and clarify queries. Engagement required with a range of internal stakeholders including: Distribution team, Fiduciary Services, Operations, Credit, Business Management, Risk and Compliance. Provide input and guidance to International Fund Solutions (IFS) and ICS Advisory businesses. Provide general support / risk cover and active participation in the IFS team across the range of funds.