Junior Investment Data Operator

Company: Probus Pleion Investment Adviser Ltd

Location : Grand Bay, Mauritius

Role overview

As a Junior Investment Data Operator , you will play a crucial role in maintaining the accuracy and efficiency of our financial operations. You will provide essential financial support and administrative assistance to our investment team and Portfolio Managers. Your responsibilities will include managing transactions, generating reports, and ensuring smooth client interactions.

Key responsibilities:

• Portfolio management : Record stock market trading transactions, client transfers and updating portfolio investments to maintain precise records.
• Reporting : Prepare and submit comprehensive reports for portfolio managers, ensuring all data is accurate and up to date.
• Account monitoring : Follow up on negative cash accounts for clients and ensure timely resolution and oversee management fees calculations on a quarterly basis.
• Error management : Identify and correct portfolio performances promptly to maintain data integrity.
• Documentation : Write, submit, and file essential reports to support organisational transparency and efficiency.

We are looking for a candidate who possesses:

• Strong attention to detail and a commitment to accuracy.
• Portfolio data management and reporting proficiency.
• Excellent organisational skills and the ability to manage multiple tasks efficiently.
• Must be ready to work with French language financial software and tools .
• Exceptional communication skills, both written and verbal.
• The ability to work collaboratively within a team and independently when required.

Qualifications:

• Bachelor’s degree in Banking, Finance, or any related field.
• 0 to 2 years of experience in related fields (fresh graduates are welcome to apply).

About us

Probus Pleion Investment Adviser Ltd is an independent wealth management company based in Mauritius, offering bespoke solutions to businesses, entrepreneurs, and high-net-worth individuals and their families. We are part of Probus Pleion, a multinational and multidisciplinary Group founded in the 1980s, with offices in Switzerland, Dubai, Luxembourg, Mauritius, and Thailand.