Analyst, Investment Manager Review

Job Description

We have a great opportunity for an Analyst to join the Investments team of an international grouping of professional firms that provides advice to high net worth individuals and families.


The main focus of this role is to support the function the Investment Manager Review team, which is responsible for the ongoing monitoring of investments held by client structures and the investment management service providers engaged by them.


Some of the key duties of this role include:

  • Input& review of portfolio valuation and asset allocation data;
  • Input & review of data related to portfolio mandates / risk profiles / restrictions etc.;
  • Qualitative commentary on portfolio performance;
  • Meetings with representatives from investment management firms;
  • Review of due diligence information provided by investment managers;
  • Accurate recording of due diligence undertaken.


More information about this role is available upon request – Contact the team today for further details.