Executive - Trading & Investment

Job Details

Gibraltar Salary: Competitive Salary Plus Benefits
Sector: Accounting & Finance Type: Permanent
Start Date: ASAP Contact: Morgan Bowden

Executive - Trading & Investment | Salary DOE, Plus excellent benefits | Gibraltar

SRGEurope are working closely with a Gibraltar based Wealth Management company who are looking to appoint a new Executive to work within their growing Trading and Investment team.

As this is such a sort after local company, they are looking for someone who has strong experience and understanding within financial services.

Trading & Investment Executive Responsibilities:

  • Lead and take responsibility for security trading
  • Conduct fund research to produce trading recommendations
  • Play a key part in investment strategy meetings including the preparation of material
  • Provide admin support when required
  • Carry out analysis of investment portfolios
  • Settling payments
  • Producing ad hoc and quarterly client valuations
  • Calculation of value at risk for client portfolios
  • Maintain record of executed trades and ensure recovery of initial commission with deadlines
  • Handling corporate actions
  • Ensuring client income is paid correctly and on time
  • Ad hoc tasks to support the Head of Client Services and Directors

Trading & investment Executive Requirements:

  • Experience and understanding in financial services specifically to pensions, insurance and investments
  • Self-motivated
  • Problem-solving
  • Critical and analytical thinking
  • Comfortable making decisions and taking responsibility
  • Ideally experienced using Bloomberg
  • Knowledge of funds and the trading process

To Apply

If you would like to proceed to the next stage press apply now, if you want to know more e-mail us at or call us on 0207 183 6462 we look forward to hearing from you.

We have a variety of jobs ranging from £25k-£150k, so if this one is not suitable please visit our website for other exciting opportunities you can apply for.


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