Assistant Portfolio Manager

  • Job Reference: 8129
  • Date Posted: 24 November 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The primary purpose of this role is to manage and administer client portfolios across the discretionary and execution only offering, service the existing client base and develop future business growth. The role will also encompass producing client proposals and fund and client portfolio performance statistics, in addition to other relevant reporting, as required by the business. 
Responsibilities Include: 
- Periodic monitoring of client portfolios for asset variances against underlying model. 
- Rebalancing client portfolios to underlying model following asset allocation/currency target changes; cash additions or redemptions; periodic rebalancing activity. 
- Comply with all investment restrictions specified in portfolio mandates.