Investment Manager

Jersey
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Are you ready to lead the way in the world of investments? Our client is seeking a visionary Investment Manager who will play a pivotal role in shaping the financial futures of their clients.

As an Investment Manager, you'll be at the forefront of the financial landscape, monitoring investments held by the client structures and the investment management service providers.

In return our client offers an opportunity to be part of a prestigious team, competitive compensation and benefits package and work within a dynamic, innovative, and growth-oriented work environment.

KEY RESPONSIBILITIES:

  • Manage the ongoing performance monitoring process for portfolios
  • Qualitative commentary on portfolio performance
  • Discussions with trustees and clients in respect of investment manager performance
  • Input / review data related to portfolio mandate / risk profile / restrictions etc
  • Input / review portfolio valuation and asset allocation data
  • Conduct ongoing due diligence on current / prospective investment management and banking providers
  • Review & record due diligence information provided by investment managers and banks
  • Provide consultancy to the Trust Team and clients on investment-related matters
  • Prepare / review reporting to clients and for internal investment oversight meetings
  • Attend investment oversight committee and board meetings
  • Manage the IMR team group mailbox
  • Continuous improvement of team processes
  • Maintain strong relationships with Trust Team, clients and intermediaries

QUALIFICATIONS AND EXPERIENCE:

  • Regulated Qualifications Framework level 4 investment qualification
  • Honours degree
  • Minimum 5 years’ experience working in an investment environment, preferably in a consultancy capacity
  • Advanced literacy, numerical, analytical, and organisational skills
  • Strong working knowledge of Microsoft Office packages and applications, especially Excel

SKILLS AND ATTRIBUTES:

  • Attention to detail
  • Strong interpersonal skills, with the ability to communicate at all levels
  • Ability to manage own workload and prioritise accordingly
  • Extremely flexible, with the ability to work to time pressures, react calmly to changing demands, and complete work in an accurate and timely manner
Permanent
542 days ago
Job Title
Investment Manager
Reference
367
Job Category
Other
Job Location
Jersey
Job Salary
Negotiable
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