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About the Role
This role involves taking responsibility and ownership of the production of factsheets, commentaries, and other business-as-usual tasks. You will also provide project management support, assist with system testing, resolve queries, and become a subject matter expert for internal data systems.
Responsibilities
- Produce factsheets, commentaries, and other BAU tasks.
- Perform Vermilion pre-checks and monthly running.
- Manage disclaimer changes.
- Handle South African Quarterly MDD’s.
- Create client bespoke reports.
- Manage statement mailing (6 monthly).
- Process DC Institutional updates (quarterly).
- Update procedures (6 monthly at minimum).
- Maintain communication logs for the factsheet process.
- Provide ongoing project management support for factsheets and ad hoc projects with the IT Team.
- Participate in detailed testing of new systems.
- Resolve internal and external queries, including managing the team inbox.
- Peer review other team members' work.
- Become a subject matter expert for internal data systems (Vermilion) and train others.
- Stay updated on regulatory changes, brand guidelines, and product strategy for reporting deliverables.
- Compile monthly/quarterly management information.
- Improve processes and ways of working to benefit the end client.
- Carry out other assigned duties.
Requirements
- Previous factsheet and/or reporting experience essential, 1-3 years preferred.
- Experience in the investment management industry with knowledge of investment products & markets.
- Understanding of regulatory framework, particularly Consumer Duty, and FCA/ESMA rules for financial promotions.
- Strong written and verbal communication skills.
- Intermediate to advanced Excel skills.
- Highly organized, confident, decisive, focused, and enthusiastic self-starter.
- Ability to work under pressure with large volumes of work and tight deadlines.
- Ability to establish effective objectives and priorities, and manage expectations.
- Adept at working effectively in a team and autonomously.
- Attention to detail.
- Results-orientated.
- Pro-active, using own initiative.
- Quick learner, able to adapt swiftly to new tasks.
- Problem solver.
- Highly skilled at time management.
- Flexible to the business's changing needs.
- Willing to build understanding of investment markets, conventional and specialist investment funds, products, and structures.
- Understand regulatory obligations and abide by regulated entity requirements and JHI policies.
- Willing to adhere to the Investment Advisory Code of Ethics, including personal securities activities and disclosure requirements.
- Past political contributions or activity may impact eligibility.
Skills
- Factsheet production
- Reporting
- Investment management industry knowledge
- Investment products and markets knowledge
- Regulatory framework understanding (Consumer Duty, FCA/ESMA rules)
- Written communication
- Verbal communication
- Excel proficiency
- Organization
- Decision-making
- Focus
- Enthusiasm
- Self-starting
- Working under pressure
- Time management
- Teamwork
- Autonomy
- Attention to detail
- Results-orientation
- Proactiveness
- Adaptability
- Problem-solving
- Flexibility
- Learning agility
- European language skills (beneficial but not essential)
Location
- Hybrid
Work Type
- Hybrid working
Experience Level
- 1-3 years preferred
Salary/Compensations
- Position may be eligible to receive an annual discretionary bonus award from the profit pool.
Benefits
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Excellent Health and Wellbeing benefits including corporate membership to Wellhub
- Paid volunteer time
- Support for professional development courses
- Tuition/qualification reimbursement
- Maternal/paternal leave benefits and family services
- All employee events including networking opportunities and social activities
- Lunch allowance for use within our subsidized onsite canteen
- Competitive compensation
- Pension/retirement plans
About the Company
- A career at Janus Henderson is about investing in a brighter future together.
- Our Mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.
- Our Values are Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust.
- We are committed to an inclusive and supportive environment.
- We believe diversity improves results and welcome applications from all backgrounds.
Equal Opportunity
- Janus Henderson Investors is an equal opportunity employer.
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
- All applications are subject to background checks.