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Investment Operations Associate

1 week ago

Dunedin, Otago, New Zealand Barclays Full time

Our Team

The Discretionary Portfolio Management team at Barclays is dedicated to delivering exceptional client service. We are a collaborative and dynamic team that works together to achieve our goals.

Job Requirements

We are seeking an Investment Operations Associate to join our team. The successful candidate will be responsible for maintaining investment mandates, applying investment guidelines, and assisting portfolio managers with order creation.

Key Responsibilities

  • Maintaining accurate records and updating model portfolios.
  • Assisting with the preparation of pitches and technical materials for internal/external presentations.
  • Building relationships and acting as an ambassador for the discretionary business when liaising with ServCo for administration queries.

Skills and Qualifications

  • Ability to operate under pressure and meet tight deadlines.
  • Goal-orientated with capability to think independently and solve complicated problems.
  • Excellent communication skills to deal with a variety of stakeholders.
  • A team player with a resilient personality.