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.

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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

Trade Assistant

Term

Permanent/ Full-Time

Description

The incumbent is responsible for all activities related to pre-trade and post-trade practices for the Sheppard Group including its subsidiaries. S/He will also assist in the efficient execution of trades, and in the preparation and compilation of publications from the Trade Desk. This role is dedicated to providing support to the Trade Desk to aid in improving the overall efficiency of the company and maintenance of 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

Minimum 1 years’ experience in investments, insurance or finance related field.
Prior experience managing client roster.

Duties

Performs daily pre-trade processing – import of all trades and cash balance review and maintenance, etc. Performs daily post-trade processing – posting of all transactions, and follow up on settlement as required. Executes trades as needed. Assists with Discretionary portfolio management and processes, including posting, settlement, and cash movement. Prepares and distributes daily trade reports. Manages and executes local equities, including – corresponding with brokers as needed, and following up on execution of trades. Performs local equity analysis and distribution. Executes and processes foreign exchange trades, including liaising with banks and forex suppliers to facilitate trades. Prepares and contributes to market reports and research. Assists with any new issue securities and related processing in a timely manner. Provides internal customer service by addressing queries from Advisors. Performs weekly maintenance of the Trading Department’s record retention. Performs daily trade platform administration – import/export, portfolio maintenance, as needed. Performs other related duties as may be required.

Key Attributes

Ability to efficiently manage time given multiple projects and priorities to meet established timeframes and deadlines. Ability to perform tasks swiftly and accurately. Ability to effectively communicate both orally and in writing. Ability to exercise tact and diplomacy in the performance of duties. Fosters a spirit of teamwork and unity among department members 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 analyze and evaluate financial data and trends and make appropriate recommendations. Ability to solve complex problems and make decisions within approved policy frameworks. 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

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