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Finance Box Manager

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Wilkinson & Associates (Accountants)

Wilkinson & Associates (Accountants)

Job Description

Our client, a leading Financial Services company based in Edinburgh, is looking for a Box Manager to join their business. The focus of this role is to place trades with Fund Managers and instruct creations and cancellation on behalf of unitised funds to the pricing teams. The successful candidate would be responsible for ensuring daily box management processes are adhered to, taking into account internal and external deadlines and ensuring accuracy and attention to detail at all times.

Key Responsibilities:
• Assist in managing the maintenance of the Box Management Team, to ensure successful control and accounting for box management, satisfying agreed internal/external customers.
• Assist with projects affecting box management, defining plans/resource requirements and ensuring deliverables are achieved within the required time, cost and quality parameters
• Identify the need for and ensure the implementation of improvements to processes and procedures to increase quality of service and overall contribution to the business.
• Assisting in the production of financial information for, both internal and external customers involving the operation, maintenance and enhancement of a wide range of production systems, and the operational controls surrounding this.

About You:
• Qualified or part qualified (CA, ACCA, CIMA or equivalent)
• Experience in pricing/box management or investment administration
• A background in Insurance is desirable but not essential
• Excellent communication and organisational skills
• Strong Excel skills is desirable


Job Type Contract/Freelance  
Job Location Scotland  
Rate/Salary 250 per day  
Duration 6 months 
Starting ASAP 
Applicant Requirements
  • Applicants to this job must either have a Work Visa or be a Citizen
  • Applicants to this job must be in the country
  • Applicants to this job must have over 2 years experience
  • Applicants to this job must be Degree Qualified
Listed By Wilkinson & Associates (Accountants)  

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