Investment Support Job Description

Investment Support Job Description

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Investment support provides software support to business end users in a Help Desk environment on a variety of custom and industry standard applications including Microsoft Office 2010, Exchange, and Outlook on a Windows 7 operating environment.

Investment Support Duties & Responsibilities

To write an effective investment support job description, begin by listing detailed duties, responsibilities and expectations. We have included investment support job description templates that you can modify and use.

Sample responsibilities for this position include:

Entails accessing broker and custodian web sites for reports
Assist with Yearly PB recertification process
Respond to reporting questions and issues and escalate to the appropriate production and development teams
In addition to implementing requests, study request trends and analyze report usage data to initiate enhancements to the reporting suite and offer a global perspective to the dedicated client teams
Lead the development and execution of identified automation activities
Understand the operational activities taking place across the IB L1 shared service and is responsible for identifying automation opportunities, defining solutions and delivering tools which automate and reduce manual effort on behalf of the IB L1 and RTB teams
Create automation solutions leveraging HPOO, perl, xml, xslt, sql, javascript, html, sh, bash, and Java
To gather requirements for potential automation solutions from regional and global customers
General issues of how we use these technologies and how that can be improved and what they are doing to make our services faster, better and cheaper
On product enhancements

Investment Support Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Investment Support

List any licenses or certifications required by the position: PMP

Education for Investment Support

Typically a job would require a certain level of education.

Employers hiring for the investment support job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Economics, Accounting, Computer Science, Education, MBA, Communication, Financial Services, Business/Administration

Skills for Investment Support

Desired skills for investment support include:

Microsoft Office software and various file manipulation skills on a PC
Windows
Changes to operational and compliance policy
Financial service industry and markets
Procedure
System enhancements in order to deliver exceptional service
Business needs
Insurance industry practices
Microsoft Systems
7 and 65/66 investment products

Desired experience for investment support includes:

Minimum 2 years of experience within financial markets
Good knowledge of different asset classes, and keen interest in financial markets
Demonstrable and strong client servicing skills, passion to provide best level of service
Valid Canadian Securities Course (CSC)
2 years financial industry experience, a bachelor's degree, and FINRA Series 7 required (7 & 63 or 66 preferred)
Ensure continuous harmonization of governance model across LEs within IM EMEA

Investment Support Examples

1

Investment Support Job Description

Job Description Example
Our innovative and growing company is looking for an investment support. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment support
  • Takes ownership for resolving client banking issues and notifies Private Banker of status /resolution
  • Supports and supervises applicable compliance programs to LISS team members including correspondence reviews, suitability reviews, office visits
  • Responsible for management reporting
  • Provide support during and post bond deal executions
  • Communicate with other syndicate desks for transaction data and other information as necessary
  • Become familiar with our order‐taking systems
  • Help disseminate transaction details to colleagues in Investment Grade, sales, trading and research
  • Trade processing of new issue corporate trades and U.S. Treasuries where BofAML acts as bookrunner on new issue
  • Manage investor hedges on new issues working closely with sales force and our U.S. Treasury trading desk
  • Coordinate and schedule Fixed Income Investor Roadshows for Investment Grade Issuer Clients
Qualifications for investment support
  • Successfully navigate our complex internal structure
  • Have the ability to translate corporate initiatives into relevant information
  • Demonstrate a familiarity with our products and the unique characteristics our client channels
  • Demonstrated business processing re-engineering skills
  • May supervise junior level analysts/associates
  • University graduate with minimum 5 years working experience in investment banking environment
2

Investment Support Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of investment support. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment support
  • Perform PCs builds, install software packages
  • Support of all FX production applications, including problem ownership and escalation
  • Interact with the business (traders and sales) and business support staff
  • Interact with software development teams for support and release management
  • Interact with infrastructure teams for infra-related support issues
  • Providing information pertaining to a wide range of complex financial planning concepts to existing and prospective clients including estates, tax, retirement planning, and investment strategies
  • Using your customer service skills, you will assist in bringing resolution to issues pertaining to paperwork or outstanding trades and ensuring an exceptional client service experience from beginning to end
  • Finally, assisting the team with ad hoc administrative duties as required
  • Work closely with Portfolio Managers, Traders, and other support analysts to support and maintain the trading system
  • Manage all day to day activity for trading and settlement platforms
Qualifications for investment support
  • Need strong attention to detail and organizational skills
  • Experience with industrial Desktop build and software deployment tools (SCCM) and technical problem solving / troubleshooting (3rd party softwares and BNPP in house developed FO applications)
  • Experience with Voice/Video facilities, Blackberry, GOOD, IP phones & Videoconference
  • Good understanding FIX protocol
  • Understanding of CFD’s, Equity swaps, ETF’s or the Insurance market
  • Previous experience with Prime Brokers
3

Investment Support Job Description

Job Description Example
Our company is looking for an investment support. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment support
  • Develop and understand the trading and settlement workflows for the full range of fixed income products
  • Manage incidents through to resolution keeping all stakeholders abreast of the situation and work to minimize impact wherever possible
  • Fulfil responsibilities related to production support application enhancements simultaneously
  • Act as liaison between business users, product vendors and internal application development teams to facilitate small-scale changes and complex problem solving
  • Provides direction and support to vendors / application developers when application changes require knowledge of or changes to system functionality
  • Generate and review Management Information reports and business plans which will require use of Excel and PowerPoint
  • Monitor and coordinate Requests For Proposals (RFPs) and Requests For Information (RFIs) with BNYM and Newton RFP/RFI teams
  • Draft, coordinate and review new business and client presentation materials with support from the London-based presentation team
  • Work closely with compliance to ensure external materials are reviewed by UK and US compliance colleagues and facilitate edits where necessary
  • As the Associate’s product / investment knowledge increases greater interaction with senior sales people and end clients is expected
Qualifications for investment support
  • Have 1-2 years experience in finance, preferably in an accounting or modelling role
  • Must work well independently, with little work direction and be able to drive work that needs to be done
  • Strong knowledge and practical understanding of Financial Services Industry
  • Advance Microsoft Excel skills in areas like
  • Intermediate Microsoft Access skills including being proficient
  • Strong and effective analytical and problem solving skills using data and the ability to apply technology as a solution
4

Investment Support Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of investment support. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment support
  • Identification of potential investment process improvements and efficiency gains deriving from standardisation and process re-engineering/ process automation
  • Responsible for building and strengthening relationships with internal departments and external counterparties
  • Work effectively within the team to prioritise work and ensure daily deadlines are met
  • Communicate appropriately and effectively with internal clients to manage expectations when necessary
  • To provide daily functional and technical support for pre-trade and post-trade front office trading system, middle/back office related systems, provide system implementation and coordination with business users
  • To liaise with overseas IT teams for projects and implementations
  • To interpret and implement business requests on internal IT applications and/or external systems
  • To provide system and process documentation to users
  • To carry out local projects and business analysis on Asian request
  • To follow up on global project implementation related to Asian scope
Qualifications for investment support
  • Successful history of taking ownership of processes, and continuously working toward enhancing them
  • Advance Microsoft Access skills, including database development
  • Ability to understand and write VBA for Excel and Access
  • Support multiple applications covering areas such as Rates, FX and Credit
  • Work directly with traders, troubleshooting issues, creating work-arounds and liaising with developers for fixes
  • Act as mentor for junior members of the team
5

Investment Support Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of investment support. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment support
  • To coordinate with business users on support and project implementation
  • Manage the mortgage documentation and servicing process for France
  • Produce UK Mortgage related documentation and provide support with a number of regular ancillary activities
  • Regularly partner with and support the Mortgage Solutions business throughout the Mortgage transactions
  • Liaise with Mortgage Solutions, Credit Executives and Legal teams on documentation requirements and validation
  • Prepare required supporting documentation in accordance with the standard templates provided by the legal department
  • Documents include, among others, the Mortgage Offer, acceptance letter, redemption and annual mortgage statements
  • Develop an in-depth understanding of the UK mortgage regulations and end-to-end process
  • Interacts with clients, vendors and other stakeholders internal and external, and acting as a liaison between business and technology areas
  • Contributes to complex implementation of systems application enhancements and tests end-user processes
Qualifications for investment support
  • Take an active role in projects such as system upgrades
  • 5-7 years’ experience supporting Fixed Income front-office applications in a global investment bank
  • Strong business-knowledge in Rates, Credit and FX
  • Superior communication skills in English, with the ability to thrive under pressure
  • Business-level spoken Japanese is desirable
  • The successful candidate will join a small team of technical analysts providing subject matter expertise and production support to Reference Data systems (including client, book, pricing, instrument and corporate action data) used within the Bank

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