About Company
VM Wealth Management Limited, a proud member of the esteemed VM Group, is a leading financial services provider dedicated to empowering individuals and businesses to achieve their financial aspirations. With a rich legacy rooted in integrity, innovation, and client-centricity, we offer a comprehensive suite of investment solutions, including asset management, brokerage services, and corporate finance advisory. Our commitment extends beyond financial returns; we believe in fostering strong relationships, understanding unique client needs, and contributing positively to the economic landscape of Jamaica and the wider Caribbean. We pride ourselves on a dynamic work environment that encourages growth, collaboration, and a passion for excellence, helping our team members reach their full potential while making a tangible impact on our clients’ success.
Job Description
VM Wealth Management is seeking a highly motivated and detail-oriented Investment Operations Assistant to join our team on a part-time basis. This role is crucial in ensuring the smooth and efficient functioning of our investment operations, providing essential support to our investment professionals and contributing to an exceptional client experience. As an Investment Operations Assistant, you will be instrumental in managing daily trade activities, reconciling portfolios, maintaining accurate records, and assisting with various back-office functions. This position offers an excellent opportunity for an individual with a keen interest in the financial markets to gain valuable experience within a reputable and growing organization. We are looking for someone who thrives in a fast-paced environment, possesses strong organizational skills, and is committed to precision and compliance. If you are eager to contribute your analytical skills and attention to detail to a dynamic wealth management firm, we encourage you to apply. This part-time role offers flexibility while providing significant exposure to the intricacies of investment operations.
Key Responsibilities
- Process and settle daily investment transactions, including equities, fixed income, and mutual funds, ensuring accuracy and adherence to established procedures.
- Reconcile client portfolios, bank accounts, and brokerage statements on a regular basis, investigating and resolving discrepancies promptly.
- Maintain accurate client records, investment data, and transaction logs within our financial systems.
- Assist in the preparation of various reports, including performance reports, regulatory filings, and client statements.
- Support the front office team with client inquiries related to account activity, statements, and trade confirmations.
- Monitor and ensure compliance with internal policies, industry regulations, and legal requirements.
- Perform data entry and administrative tasks to support overall investment operations.
- Collaborate with internal teams (e.g., portfolio management, compliance, client service) to streamline processes and resolve operational issues.
- Contribute to process improvement initiatives and assist in updating operational procedures documentation.
- Handle ad-hoc projects and assignments as required to support the operations department.
Required Skills
- Exceptional attention to detail and accuracy.
- Strong analytical and problem-solving abilities.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Excellent written and verbal communication skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Demonstrated organizational and time management skills.
- High degree of integrity and ability to handle confidential information.
- Basic understanding of financial markets and investment instruments.
Preferred Qualifications
- Bachelor’s degree in Finance, Business Administration, Accounting, or a related field.
- Previous experience (1-2 years) in an investment operations, back-office, or financial administrative role.
- Familiarity with investment management software or trading platforms.
- Knowledge of local and international financial regulations.
- Completion of relevant financial industry courses or certifications (e.g., JSE Securities Course).
Perks & Benefits
- Competitive part-time salary.
- Opportunity for professional growth and development within the VM Group.
- Exposure to dynamic financial markets and investment strategies.
- Supportive and collaborative team environment.
- Flexible work schedule.
- Contribution to a highly respected and established financial institution.
How to Apply
Interested candidates are invited to submit their application by clicking the link below. Please ensure your resume highlights your relevant experience and skills. We thank all applicants for their interest, however, only shortlisted candidates will be contacted.