Portfolio Trading Specialist
il y a 4 semaines
Lombard International Assurance S.A. is a leading provider of wealth structuring solutions, catering to clients across 7 countries in Europe. With over 30 years of experience, we offer award-winning services that enable clients to protect, preserve, and pass on their wealth for future generations.
Our diverse team of 450+ specialists from 50 nationalities speaks over 30 languages, providing a truly international footprint. We pride ourselves on being a multicultural, inclusive Group with a values-based culture of performance, ambition, and curiosity.
About the RoleWe are seeking a skilled Portfolio Trading Specialist to join our dynamic team. As a key member of our dealing activities, you will be responsible for processing day-to-day trading management arising from our distribution channels.
Your key responsibilities will include:
- Verifying dealing instructions against investment strategy and compliance rules;
- Following internal procedures and industry regulations;
- Transmitting dealing instructions to custodian banks in a timely and quality manner;
- Ensuring accurate execution and settlement by custodian banks;
- Instructing cash management deals according to specific agreements;
- Responding to day-to-day queries from partners and others related to dealing instructions;
- Managing documentation and daily activities of outsourced internal collective funds;
To succeed in this role, you will require:
- A degree in Accounting, Economics, Finance, Banking, or a similar field;
- Relevant experience in a similar position, preferably in finance;
- Demonstrated knowledge of the finance industry and its systems;
- Strong analytical skills and ability to work with figures;
- Excellent communication and organizational skills;
- Ability to work autonomously and as part of a team;
- Flexibility to adapt to changing priorities and deadlines;
- Proficiency in MS Office, particularly Excel;
- Good level of English and French language skills.
We provide a dynamic and entrepreneurial work environment, with opportunities to learn new skills, develop expertise, and build lasting relationships. Our diverse team of over 50 nationalities offers a collaborative and inclusive workplace. At Lombard International Assurance S.A., we value our people and offer reward and recognition packages to support their growth and success.
We estimate the salary for this position to be around €55,000 - €70,000 per annum, depending on your qualifications and experience.
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