A managerial role is available within an independent financial services provider.
The position focuses on monitoring and reviewing investment portfolios, assessing investment managers, and supporting the improvement of investment monitoring processes across multiple jurisdictions. Responsibilities include identifying investment risks, preparing portfolio reviews and reports, liaising with external performance reporting providers, attending relevant meetings, and supporting client teams with investment queries. Candidates should hold a Level 4 investment qualification and have at least seven years of experience in investment management or private banking. Strong analytical skills, excellent written communication, advanced Excel abilities, and effective interpersonal and organisational skills are essential.