Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Finance professional in Treasury crafting the future of banking at Lloyds Banking Group, making a genuine difference in the UK economy.
Responsibilities
- Conduct feasibility analysis of business proposals
- Collaborate with cross-functional teams to design innovative and efficient structures for transactions
- Summarise statutory and management accounting impacts of complex transactions
- Analyse hedge accounting implications
- Evaluate governance requirements for proposals
- Prepare governance papers and host governance meetings
Requirements
- Actively working towards a recognised accounting qualification (ACA, ACCA, CIMA)
- A genuine enthusiasm and intellectual curiosity for Treasury
- Awareness of hedge accounting and Treasury hedging strategies
- Proficiency in MS Excel and MS PowerPoint
- Excellent collaboration and influencing skills
- Commercial and strategic mentality
- A restless curiosity to improve processes and explore the potential of data technologies (e.g. Power BI, Python)
Benefits
- A generous pension contribution of up to 15%
- An annual performance-related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 28 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
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