Analyst, Investment Manager Review

  • Job Reference: 7505
  • Date Posted: 22 June 2022
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Great role opportunity to carry out performance monitoring of investment portfolios including input and review of portfolio valuation and asset allocation data and of data related to portfolio mandates / risk profiles / restrictions; qualitative commentary on portfolio performance; discussions with trustees and clients in respect of investment manager performance; ongoing due diligence on current and prospective investment management providers such as meetings with representatives from investment management firms; review of due diligence information provided by investment managers; accurate recording of due diligence undertaken; preparation of reporting to senior management, trustees, and clients, and for internal investment oversight meetings; responding to investment-related queries from trustees and clients; continuous improvement of team processes, including development and enhancement of reporting and team marketing material.
Candidate will have GCSE (or equivalent) grades A-C in five separate subjects including Mathematics and English; A2 level (or equivalent) in a numerical subject; undergraduate degree, preferably in a finance-related or numerical subject; strong writing, interpersonal, MS Office, numerical and analytical skills; high level of attention to detail; willingness to study for investment qualifications (IMC, PCIAM, CFA); general interest in investment markets; ability to manage own workload and prioritise appropriately; able to communicate at all levels.
Five years continuous residence in Jersey required.