Trust Investment Analyst

  • Job Reference: 7610
  • Date Posted: 9 August 2022
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Ideal role for school leaver/graduate with some client exposure to provide internal investment monitoring and analysis through use of external reports and internal resources; working towards ownership of external investment monitoring process; aiming to ensure investment monitoring process is completed and met in accordance with deadlines and internal procedures; liaise with client teams and directors in investment manager selection process, supporting client team in administrative requirements at investment manager appointment stage; organising meetings, taking minutes and distributing file notes in relation discussions and action points; building relationships with external investment managers, ensuring due diligence requirements are being met.
Candidate will be educated to A-level/equivalent; interested in investments and desire to build on knowledge and understanding in relation to investment process and strategies; experienced in using MS Excel spreadsheet and aptitude to learn new software systems; good communication skills; ability to work as part of a team; initiative; ability to organise; willingness to study for an investment qualification; self starter; positive can-do attitude; able to prioritise.  Training provided.
Five years continuous residence in Jersey required.