Trade & Business Operations Manager – St. Lucia
The incumbent is required to facilitate trade execution across various markets, including all activities related to pre-trade and post-trade practices for Sheppard Investment Services Limited. S/He will also be required to prepare financial accounts and statements and all other necessary reporting. She/He also provides overall support to the firm and maintains high quality service levels.
Competitive salary and benefits package.
An Undergraduate Degree from an accredited institution in Finance, Economics, Mathematics or in a related field. Minimum of one (1) years’ experience in a trading environment or related field.
Registered Representative licensed on the Eastern Caribbean Securities Exchange (or ability to be in possession of license). Undergraduate Degree from an accredited institution in Finance, Accounting, Economics, Mathematics or in a related field. Association of Chartered Accountants Level 1 and/or 2 or pursuing if no previous education in the accounting field. Experience in an Investment/Wealth Management environment is an asset.
Supports all aspects of the trading desk: including pre-trade and post trade activities. Performs efficient execution of all trades as necessary. Fosters broker relationships as needed. Conducts ongoing monitoring and research of the market, informing other traders, managers, or customers of
market conditions, including volume, price, competition, or dynamics. Compiles, prepares, and assists with all reporting as needed, including financial reports for IBCs in St. Lucia. Liaises with counterparties as needed, including IRD on any filing obligations. Performs daily trade platform administration – import/export, portfolio maintenance. Coordinates any client related undertakings as needed. Identifies workflow/system improvements and work with supervisor and operations team to enact change. Oversees general office operations which includes undertaking and/or guiding the execution of the following
activities: Managing filing systems and office supplies, keeping inventory of orders; Overseeing staff interactions and responds to their queries on office management issues; Preparing all outgoing correspondence and coordinating with relevant courier services; Providing clerical support when needed to assist clerical staff with assigned administrative duties such as answering phones, sorting and distributing mail, and preparing documents; Greeting clients/ suppliers/ visitors or any third party to Company premises; Liaising with Head Office on a routine basis for matters arising; Performs other related duties as may be required.
Knowledge, Skills, Abilities
Knowledge of capital markets and financial markets. Ability to use initiative, work independently, and exercise good judgement and problem solving skills.
Ability to supervise and lead staff, including training and conflict management skills. Ability to analyze and evaluate financial data and trends and make appropriate recommendations. Ability to exercise tact and diplomacy in the performance of duties. Ability to solve complex problems and make decisions within approved policy frameworks. Ability to effectively communicate both orally and in writing. Ability to efficiently manage time given multiple projects and priorities to meet established timeframes and deadlines. Ability to learn and adapt to change. Ability to work independently and as part of a team. Ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response. Proficiency in Microsoft Office Suite.
Fill out the Application Form below and submit with your resume to firstname.lastname@example.org