Finance Investment Technician

  • Job Reference: MF1935
  • Date Posted: 21 May 2018
  • Location: Douglas, Isle of Man
  • Salary: On Application
  • Sector: Life Assurance / Insurance
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Admin Admin
  • Email: info@mckenziefox.com
  • Telephone: 01624 698900

Job Description

Our client is seeking a Finance Investment Technician.

Reporting to the Investment Accountant & Back Office Manager, this position is primarily responsible for contributing to monthly financial reporting, reconciliation of day-to-day investment transactions and control accounts and Fund Manager Rebate administration.

The successful candidate will preferably have or be working towards an accounting qualification (AAT / CAT / ACCA) or qualified by experience, have a good working knowledge of fund group operations including settlement and rebates, have 5 years experience working within a similar role in a Financial Services company, and an advanced knowledge of Microsoft Excel. An understanding of transactions during the lifetime of an insurance/investment policy would be advantageous.

To discuss this role further please email your CV to info@mckenziefox.com or call us on 01624 698900, quoting reference MF1935.