The Fund Operations experience with tax-efficient investment products is advantageous. Experience working with custodians, registrars, transfer agents, brokers and other third-party service providers. Sound knowledge of the trade lifecycle, including trade settlement, reconciliation and issue resolution. Strong Excel skills, with the ability to analyse, manipulate and validate data. Exposure to VBA, AI tools and workflow automation, or a willingness to develop these skills. A process improvement mindset, with the ability to identify opportunities to streamline, digitise and automate manual processes. Highly organised with strong attention to detail and a commitment to accuracy. Ability to manage competing priorities and meet deadlines in a fast-paced environment. Confident communicator with strong stakeholder management skills. IMC, IOC or other relevant industry qualifications, or a willingness to study towards them. Personal Attributes Kind Values-driven Excellent communicator Adaptable and willing to get stuck into whatever needs doing Depth of character and gravitas but operating with humility The drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity Energy, dynamism, and passion for complex business challenge Organised, rigorous and disciplined Pragmatic and practical Commercially minded with a solution focused approach to problem-solving #J-18808-Ljbffr
Fund Operations & Settlements Executive employer: Puma Capital Group
Puma Capital Group is an exceptional employer, offering a dynamic work environment in the heart of London. With a strong focus on employee growth and development, we provide ample opportunities for professional advancement while fostering a collaborative and inclusive culture. Join us to be part of a forward-thinking team that values innovation and meaningful contributions.
