Join Sheppard

Join Our Team

We are not commodities—we are people. Just as we search for purpose in life, we should find meaning in work. Our leadership believes in the power of purpose, ideas, and commitment. As you contribute your time, talent, and solutions, you’ll see the impact you make at Sheppard. If you’re a goal-oriented, passionate individual who’s ready to be part of something bigger, then Sheppard is the place for you.

Find Out More

Trade & Business Operations Manager – St. Lucia

Term

Permanent/ Full-Time

Description

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.

Salary

Competitive salary and benefits package.

Qualifications

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.

Experience

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.

Duties

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 hrgroup@sheppard.tt

Application Form

Wealth Management Associate

Term

Permanent/ Full-Time

Description

The incumbent is required to assist the director to offer Sheppard’s comprehensive suite of investment and insurance related services to his existing and new/potential clients.

Salary

Competitive salary and benefits package.

Qualifications

Training as evidenced by the possession of an Undergraduate Degree from a recognized University in Economics, Finance, Management, Accounting or in a related field. Minimum of two (2) years’ prior work experience in an investment/insurance, sales-oriented industry.

Experience

• Ability to foster a spirit of teamwork and unity among people that allows for disagreement over ideas, conflict and expeditious conflict resolution, and the appreciation of diversity as well as cohesiveness, supportiveness, and working effectively together to enable each employee and the department to success.
• Ability to exercise tact and diplomacy in the performance of duties.
• Ability to exercise good judgment in a variety of situations.
• Ability to communicate effectively both orally and in writing.
• Ability to maintain a realistic balance among multiple priorities.
• Ability to quickly interpret information and present arguments in a clear and reasoned way.
• Ability to work under pressure at times to handle a wide variety of activities and confidential matters with discretion.
• Ability to work effectively both 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.

Duties

Assists the director in all marketing and business development activities, which are designed to attract new business by helping to identify, qualify, and convert prospects into clients. Assists the director to ensure that all clients receive suitable financial advice based on their individual insurance and investment needs.Help to service clients proactively and addresses insurance and investment related questions. Nurtures relationships with existing clients that would promote the natural referral of advisors, friends and family members. Sources and collates all required client information (ensuring accuracy and timeliness) to support the opening of new accounts. Creates and maintain client profiles in relevant databases. Ensures the timely preparation and coordinates the collection of necessary documentation for all clients. Coordinates and maintains all administrative and service delivery standards for clients including but not limited to: premium collection, policy delivery, assist in claims process and any additional insurance related tasks. Arranges the payments and receipts for purchases and sales of client securities. Assists in the creation and updating of client financial plans in relevant electronic systems. Coordinates the preparation of reports, analysing data, and identifying solutions. Provides information and addresses all clients’ questions and concerns, troubleshooting problems or escalating where necessary. Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, participating in professional societies. Performs other related duties as may be required.

Fill out the Application Form below and submit with your resume to hrgroup@sheppard.tt

Application Form

Account Executive

Term

Permanent/ Full-Time

Description

The incumbent must be self-driven, with the ability to maintain a book of clients and also to attract new clients by offering a comprehensive suite of investment and insurance services which are tailored to each individual’s needs. S/He will also advise clients on financial plans, whilst utilising knowledge of investment strategies, securities, insurance, and pension plans. Duties include assessing clients’ assets, liabilities, cash flow, and insurance coverage; maintaining client records; and responding to client queries, escalating where necessary.

Salary

Competitive salary and benefits package.

Qualifications

Undergraduate degree (or equivalent) from a recognised institution in Economics, Finance, Management, Accounting, or in a related field. Certification in general and/ or ordinary long-term insurance would be an asset.

Experience

Minimum 3 years’ experience in investments, insurance or finance related field.
Prior experience managing client roster.

Key Attributes

A competitive sales drive with the ability to create sales opportunities, multi-task, problem solve and analyse information. Good communication, administrative writing, and Microsoft Office skills are required. Must be IT proficient, professional and have the ability to adapt to a fast-paced environment.

Fill out the Application Form below and submit with your resume to hrgroup@sheppard.tt

Application Form

Information Systems Support Analyst

Term

Permanent/ Full-Time

Description

The incumbent is primarily responsible for providing technology support aimed at improving the overall efficiency of the Sheppard Group (“the Group”) and maintaining high-quality service levels. S/He coordinates activities that take place during solution ideation, solution design, and solution implementation. The incumbent will have to develop, test and implement technology solutions and report on delivery commitments to ensure solutions are implemented as expected and to agreed timeframes. Depending on work assignment the incumbent may be required to perform some of a wide range of duties in the groupings below.

Salary

Competitive salary and benefits package.

Qualifications

Undergraduate degree in Computer Science, Information Technology or a related field; Certification in Database management (e.g. SQL, Apache), development (e.g. Adobe), object/component (e.g. IBM, Microsoft), OS (e.g. Linux, Microsoft), web platform (e.g. IIS, NodeJS Express), programming languages (C#, JavaScript) would be considered an asset.

Experience

• High Proficiency in the use of SQL, specifically with Microsoft SQL Server databases.
• High Proficiency in the use of Javascript and NodeJS.
• High Proficiency in Relational database design and data structures.
• Moderate Proficiency in the usage of RESTful APIs and Javascript Object Notation (JSON).
• Moderate Proficiency in SQL server administration and the use of SQL Server Management Studio.
• Some knowledge of the following Communication Technologies: SFTP, FTP;
• Some knowledge of XML, HTML;
• Working knowledge of at least one of the following: MS Access, SQL Server, mySQL, PostgreSQL
• Basic Proficiency in any of the following Programming Languages:.Net, C#;
• Basic Proficiency with any Report Building Tool;
• Basic skill in Shell Scripting in any of the following: DOS, Powershell;
• Ability to foster a spirit of teamwork and unity among all employees that allows for disagreement over ideas, conflict and expeditious conflict resolution, and the appreciation of diversity as well as cohesiveness, supportiveness, and working effectively together to enable each employee and the department to succeed;
• Ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response;
• Ability to communicate effectively both orally and in writing;
• Ability to efficiently manage time given multiple projects and priorities to meet established timeframes and deadlines;
• Ability to work independently and as part of a team.

Duties

Software Development Duties
• Designs and implements software solutions for operational activities across the Group, including but not limited to:
o Liaising with relevant persons to determine required specifications;
o Drafting the relevant code for technological solutions based on required specifications;
o Performing trials to troubleshoot issues prior to implementation;
o Providing status updates on projects in progress.
• Develops and/or configures assigned aspects of Proprietary Database Driven software within prescribed guidelines;
• Troubleshoots software issues, diagnoses problems, implements corrective action procedures within prescribed guidelines and/or escalates as required;
• Monitors, operates, coordinates and assists employees in the operation of software;

Networking and Maintenance Duties
• Provides support for users in the operation of a range of hardware including printers, scanners and other external peripherals.
• Carries out agreed operational procedures of a routine nature; and contributes to maintenance, installation and problem resolution for the IT and networking infrastructure of the organisation.
• Tracks assets and maintains inventory log;
• Provides general networking support for the Group as required.

• Performs other related duties as may be required.

Fill out the Application Form below and submit with your resume to hrgroup@sheppard.tt

Application Form