Trust Investment Analyst

Job Description

We have a fantastic opportunity for a Trust Investment Analyst to join an independent wealth management company in Jersey.

 

Key duties will include:

  • Providing internal investment monitoring and analysis through the use of external reports and internal resources
  • Working towards ownership of the external investment monitoring process
  • Liaise with client teams and directors in the investment manager selection process
  • Organise meetings, take minutes and distribute file notes in relation discussions and action points
  • Building relationships with external investment managers, ensuring due diligence requirements are being met

 

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