Henderson Investment Management Limited

Institutional Performance Apprentice - Advanced (Level 3)

Henderson Investment Management Limited (Employer)

Fitch Learning Ltd (Training Provider)

Annual wage £22,000.00
35.0 hours per week Monday - Friday, 09:00 - 17:00hrs.
18 months (duration)
20 September 2021(start date)
Investment operations technician (apprenticeship standard)
2 July 2021 (application closing date)
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Job Description

Janus Henderson operates an outsourced model in partnership with our Third-Party Administrators (TPA). The primary focus of the Operations team is the oversight and management of the TPAs as well as supporting internal clients. Operations also support numerous projects and operational changes to maintain best practice operational processes.

Responsibilities

Duties and responsibilities

You will:

  • Establish and maintain regular communications with the Distribution, Finance IT team, Front Office, other stakeholders, decision-makers, department heads and end-users
  • Assist with the production of detailed attribution analysis across our various strategies
  • Provide explanations and dissemination of these attribution results to our key internal clients
  • Produce accurate, timely and relevant regular and ad-hoc analysis for institutional mandates using IRP (outsourced performance provider)
  • Liaise with performance outsource provider to ensure integrity of reports and adherence to deadlines, continues to be maintained
  • Respond to ad-hoc requests from fund managers, client directors, client account managers, RFP team and marketing departments
  • Supply data to and answer queries from third party performance verifiers
  • Produce index data reports and market information
  • Assist in management of team deadlines
  • Have awareness of and ability to deal with data issues, attending periodic meetings with client reporting and Henderson’s TPA’s
  • Work closely with Client Account Management team during the new client take-on process in order to ensure that reporting requirements can be met
  • Maintain and improve investment knowledge and Henderson’s investment management process e.g. monthly fixed interest and equity meetings, quarterly investment updates etc.
  • Measure personal performance against agreed measures to assess performance for each reporting cycle
  • Develop your personal profile, be proactive with your own training and strive to improve process
  • Carry out additional duties as assigned

Future Prospects

Ongoing competence in the role to be assessed, in line with applicable regulatory requirements, by:

  • Annual performance appraisal

Skills Required

  • Good knowledge of Microsoft Office – in particular Excel
  • Analytical thinking with developed problem identification, investigation and solving skill
  • Good written and verbal communication skills
  • Good organisational, planning and prioritisation skills

Qualities Required

  • Excellent attention to detail
  • Highly motivate and a proactive team player
  • Ability to build relationships and communicate effectively across all business areas
  • Ability to work under pressure and to meet tight deadlines

Qualifications Required

At least 5 GCSEs at Grade C (4) or above (or equivalent) including English and maths.

Mathematics, Engineering or Physics subjects beneficial.

Training Provided

Level 3 Investment Operations Technician Apprenticeship Standard, which includes:

  • CISI Investment Operations Certificate
  • Level 2 Functional Skills maths (if required)
  • Level 2 Functional Skills English (if required)
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