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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, including Vermilion pre-checks, disclaimer changes, and client bespoke reports. You will also provide ongoing project management support, assist with system testing, resolve queries, and become a subject matter expert for internal data systems.

Responsibilities

Production of all ranges of factsheets, commentaries and other BAU tasks
Vermilion pre-checks and monthly running
Disclaimer changes
South African Quarterly MDD’s
Client bespoke reports
Statement mailing (6 monthly)
DC Institutional updates (quarterly)
Procedure update – 6 monthly at minimum
Maintain communication logs for the factsheet process
Ongoing project management support of all factsheets and ad hoc projects, alongside the IT Team
Involvement in large volumes of detailed testing of new systems as necessary
Resolution of queries, both internal and external, including management of the team inbox
Peer review of other team member’s work
Become a subject matter expert for our internal data systems, Vermilion
Training of others to enable self-service
Be attentive to regulatory changes, brand guidelines, and product strategy to create up-to-date reporting deliverables
Compilation of monthly/quarterly management information
Continually improve processes and ways of working to the benefit of the end client
Carry out other duties as assigned

Requirements

Previous factsheet and/or reporting experience essential, 1-3 years preferred
Experience of working in the investment management industry, with good knowledge of investment products & markets
Some understanding of regulatory framework with particular focus on Consumer Duty, and FCA/ESMA rules relating to financial promotions
Strong proficiency in both written and verbal communication, evidencing the ability to connect with every level within the organisation
Intermediate to advanced excel skills
Highly organised, confident, decisive, focused, and enthusiastic self-starter
Capable of working under pressure, with large volumes of work, and to tight deadlines
Understand the need to establish effective objectives and priorities as well as management of expectations
Adept at working as part of an effective team as well as autonomously
Attention to detail
Results-orientated
Pro-active, using their own initiative
Quick learner with the ability to swiftly adapt to new tasks
Problem solver
Highly skilled at time management
Adept at being flexible to the businesses changing needs
Prepared to build on understanding of investment markets, knowledge of conventional and specialist investment funds, products, and structures
Understand the regulatory obligations of the firm and abide by the regulated entity requirements and JHI policies applicable for your role
Willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities

Skills

Factsheet and/or reporting experience
Investment management industry experience
Knowledge of investment products & markets
Understanding of regulatory framework (Consumer Duty, FCA/ESMA rules)
Written communication
Verbal communication
Excel skills (Intermediate to advanced)
Organisation
Decisiveness
Focus
Enthusiasm
Self-starter
Ability to work under pressure
Ability to manage large volumes of work
Ability to meet tight deadlines
Objective setting
Prioritization
Expectation management
Teamwork
Autonomy
Attention to detail
Results-orientation
Pro-activeness
Initiative
Quick learning
Adaptability
Problem-solving
Time management
Flexibility
Understanding of investment markets
Knowledge of investment funds, products, and structures
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. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.

Benefits

Hybrid working and reasonable accommodations
Generous Holiday policies
Excellent Health and Wellbeing benefits including corporate membership to Wellhub
Paid volunteer time
Support to grow through professional development courses, tuition/qualification reimbursement and more
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
Various health, wellbeing and lifestyle benefits

About the Company

A career at Janus Henderson is more than a job, it’s about investing in a brighter future together.
Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.
Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust

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.