Global Dealing Associate
Skybound Wealth Management
Posted on 6 Mar
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Experience
0 - 3 Years
Job Location
Education
Bachelor of Commerce(Commerce)
Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
This is an entry-level investment analyst role focused on trade execution, portfolio support and market analysis. The primary responsibility is the accurate execution, validation, and settlement of investment trades across platforms and providers. The role sits within the Central Investment Operations team and works closely with advisers across the globe to process dealing instructions, as well as supporting portfolio construction and research into market positioning.
Key Responsibilities
Review, validate, and process investment trades
Ensure accurate settlement, reconciliation, and confirmation of trades across platforms and providers
Maintain accurate investment records and support post-trade operational processes
Support portfolio construction and ongoing monitoring using approved model portfolios and tools such as FE Analytics
Respond to internal and adviser queries relating to portfolio construction and current market positioning
Conduct market and fund-level research to support portfolio reviews and investment discussions
Assist in preparing internal investment materials and performance reporting
Desired Candidate Profile
Bachelor s degree in finance, economics, or a related discipline (or equivalent experience)
0 1 year of relevant professional experience
Strong attention to detail with an analytical mindset
Clear communicator, comfortable working with advisers and investment data
Interest in portfolio construction, markets, and investment operations
Company Industry
Keywords
- Global Dealing Associate
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Skybound Wealth Management
About Us Skybound Wealth Management is a global financial advisory group with entities across the UK, USA, Switzerland, Cyprus, Spain, and the UAE. The Group provides tailored financial advice to international clients, supported by specialist teams across wealth planning, compliance, and central investment functions.
https://skyboundwealthmanagement.teamtailor.com/jobs/7255255-global-dealing-associate
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