Senior Investment Analyst
3 days ago
Job Purpose
The Senior Investment Analyst (SIA) is responsible for the support to the Financial Advisers (FA) with their client's investment needs. He/She needs to ensure all reporting deadlines are met each month. The SIA is responsible for the performance of the model portfolios in line or exceeding the benchmark.
He/She will report directly to the Directors of TallRock and be able to take on adhoc tasks asked of them from the Directors and liaising with various departments within TallRock to ensure efficiency and accuracy of tasks.
Responsibilities
1. Rebalancing – accuracy of calculations and dealing instructions. Following the rebalancing process with all necessary documentation signed and sent to correct departments.
2. Portfolio requests – producing comparison reports designed for analysis and promoting TRC model portfolios.
3. Monthly deadline/tasks – Asset outlook, pinnacle and portfolio returns either emailed to clients and or saved to the work drive.
4. Weekly tasks – weekly market re-cap, monitoring of requests from advisers and adobe sign reminders.
5. General Adviser requests – research and construction of bespoke portfolios outside of TRC models, producing snapshots, portfolio graphs and valuations.
6. Other – Research for model portfolios, ensuring master list is updated.
Specific Measures of Success
1. Consistency – ensuring ongoing high quality of work and always meeting the role's metrics.
2. Accurate – to have zero errors on dealing forms.
3. Detailed Orientated - attention to detail on all work, supervisor should not be picking-up errors.
4. Time Management – all tasks and deadlines are met.
5. Communication – ensuring all nuances of work completed is communicated with the relevant departments and clients so as to manage expectations.
6. Model Portfolio Performance – all models to be in line or exceed their respective benchmarks.
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