Portfolio Manager

Job Description

This is a great opportunity for a Portfolio Manager, to join a multinational universal bank.

 

The role holder will work with the Head of Jersey DPM  in the management of a book of client portfolios in transition to fully modelled best thinking. The candidate is expected to work within established tolerances and personal authorisations based on business procedures and escalate breaches of policies/procedure appropriately.

 

Key Responsibilities:

  • The role holder will be able to demonstrate an understanding of all nine investment asset classes and in-depth knowledge in certain asset classes, as well as having some high level knowledge of using complex instruments in portfolios (e.g. derivatives), and growing to understand how to apply them.
  • The role holder will develop subject matter expertise within at least one key area of investment practice and participate in investment forums.
  • The role holder must show good judgement to make suitable adjustments to client portfolios to align them to the best thinking model and support the Head of Jersey DPM in servicing and managing the larger, more complex client cases and bespoke portfolios.

 

More information about the role is available upon request - contact the team today for further details.