Director, Global Accounting

Are you an experienced accounting professional who enjoys leading high performing teams, building strong client relationships and delivering excellent financial reporting outcomes?

We have an exciting opportunity for a Director to join our Global Accounting team. Working as part of a collaborative and multi jurisdictional team, you'll play a key role in ensuring the delivery of high quality accounting services to a diverse portfolio of clients. Alongside overseeing complex accounting and financial reporting matters, you'll support the growth and development of colleagues through coaching and leadership, whilst contributing to business development initiatives and strengthening client relationships.

If you would like to join an ambitious and forward thinking firm whose inclusive culture and values recognise that its people are fundamental to its success, we would love to hear from you.

Applications Closing Date: 18 September

About the role

In this role, you will:

• Lead, manage and develop team members, ensuring work is planned, prioritised and delivered to agreed deadlines and service standards
• Review and oversee the preparation of accurate financial statements, management accounts and other client reporting, including complex accounting matters
• Build and maintain relationships with clients, auditors and third party service providers, including supporting the onboarding of new clients
• Collaborate with colleagues across jurisdictions to provide accounting guidance, resolve queries and deliver a consistent client experience
• Monitor accounting records and reporting deadlines, ensuring records are maintained accurately and regulatory obligations are met
• Drive a culture of continuous improvement, identifying efficiencies and promoting effective use of technology and accounting systems
• Deliver internal training and coaching to support the development of colleagues and build technical capability across the business
• Identify and support business development opportunities with existing and prospective clients
• Present financial information clearly and effectively to client boards, investors and other stakeholders
• Assess and manage risks to both clients and the firm, ensuring compliance with relevant policies, procedures and regulatory requirements

About you – essential requirements

This role requires:

• Qualified ACA, ACCA or qualified by relevant experience, with in depth technical knowledge and practical application of UK GAAP and IFRS
• Proven experience leading and developing teams, including coaching, delegation and performance management
• Demonstrable experience managing complex accounting engagements and maintaining strong client relationships
• Analytical and problem solving skills, with excellent attention to detail and the ability to make sound commercial decisions
• Excellent communication and stakeholder management skills, with the ability to explain complex accounting matters clearly to technical and non technical audiences
• Organisational skills, with the ability to manage competing priorities and deliver high quality work to tight deadlines

Job summary:

The Legal Counsel role is a senior legal role within the General Counsel team and will act as the primary legal support to the Guernsey boards, while also supporting the General Counsel and working collaboratively across Praxis jurisdictions as part of the wider General Counsel team. The role will involve board advisory work, legal risk management, contract review, PI/complaints/contentious and regulatory matters, external counsel management, strategic support to business teams and supervision of junior legal resources.

The successful candidate will be a qualified lawyer with at least 4 years’ PQE, strong judgement, clear communication skills and the ability to provide practical, commercial and risk-based legal support in a fast-moving fiduciary and financial services environment.

Job accountabilities:

Board Responsibilities

The Legal Counsel will act as the primary legal support for the relevant Guernsey based boards (or other jurisdictions as required), including:

> advising the relevant local boards on legal, fiduciary, regulatory and governance matters;

> supporting board decision-making on legally sensitive matters;

> preparing or contributing to legal reports for board review;

> identifying matters requiring escalation to the General Counsel or relevant committees;

> supporting privilege management in board materials and discussions;

> attending board or committee meetings where required (including potential membership on the Risk Committee);

> assisting with managing PI notifications and complaints;

> ensuring legal themes and recurring risks are reported clearly and practically.

Support to General Counsel

The Legal Counsel will provide direct support to the General Counsel across Group legal matters. This will include:

> helping to deliver the Legal Team operating model;

> escalating material matters early and clearly;

> supporting Group-level legal risk reporting;

> helping manage external legal spend and external counsel relationships;

> supervising legal workstreams and team members;

> assisting with Board and committee papers;

> ensuring consistent legal approaches across jurisdictions.

Team Management & Supervision

The Legal Counsel will help manage the Legal Team day-to-day. Responsibilities will include:

> supervising Junior Legal Counsel, Senior Paralegal and Trainee Paralegal work;

> allocating matters within agreed workstreams;

> reviewing work product and providing guidance;

> ensuring deadlines and matter status are properly tracked;

> supporting training and development of more junior team members;

> helping maintain consistent standards across Jersey and Guernsey;

> ensuring legal resource is used proportionately and efficiently.

General Counsel Team

Although the Legal Counsel will have a primary local board responsibility, it will support Praxis across jurisdictions collaboratively as a member of the wider General Counsel team. This will include:

> working with the other Legal Counsel and the General Counsel on Group-wide matters;

> supporting other Praxis jurisdictions where legal, fiduciary, regulatory or commercial expertise is required;

> coordinating with local boards, Compliance, Risk, Finance, Operations and business teams;

> identifying where local legal advice is required and managing external counsel appointments and spend;

> helping ensure Group legal issues are approached consistently;

> supporting cross-border matters where more than one Praxis entity or jurisdiction is involved;

> assisting and managing legal operations and matters including matter intake, triage, allocation, deadline and contract management;

> manage and support matters involving PI notifications, complaints, threatened or actual claims, litigation, regulatory matters, coordinating with Compliance and Risk.

Minimum education and experience

> Qualified lawyer with a minimum of 4 years’ post-qualification experience.

> Jersey, Guernsey, England & Wales or equivalent common law qualification preferred.

> Experience advising boards, senior management or client-facing teams.

> Experience in fiduciary services, trust and corporate services, financial services, regulatory, contentious, commercial or in-house legal work desirable.

> Experience developing playbooks, templates or legal training desirable.

Required skills

> Strong legal technical ability.

> Ability to manage legal risk in a commercial and pragmatic way.

> Strong drafting and analytical skills.

> Ability to manage multiple matters and competing priorities.

> Ability to supervise junior lawyers or legal support staff.

> Good judgement on escalation, privilege and external counsel use.

> Clear, concise communication style.

> Team player and collaborator. Works well across jurisdictions and functions.

> Confidence working with senior stakeholders.

Group Assistant Tax Business Partner – Guernsey / Jersey / IOM / London

Part of a team providing taxation services to various jurisdictions and companies within the Praxis Group. Responsible for the delivery of tax compliance and reporting services for a portfolio of fiduciary clients, including trusts and companies, together with internal group reporting. The role combines technical tax expertise with supervisory responsibilities, ensuring the timely and accurate completion of tax compliance work, supporting the development of junior team members, and acting as a key point of contact for tax-related matters.

Job accountabilities:

> Responsibility for a portfolio of trust and company clients, ensuring all tax compliance and reporting obligations are completed accurately and within statutory filing deadlines.

> Preparation and review Group tax reporting requirements for trusts and companies, including, but not limited to, Income Tax, Corporation Tax, Capital Gains Tax, ATED, Inheritance Tax returns, RISPG calculations and VAT. Noting potential growth and development into other areas and jurisdictions as required.

> Review work completed by Trainee and Junior Group Tax Business Partners and provide technical guidance, coaching, training and constructive feedback.

> Assist in overseeing workflow, allocation of work and prioritisation of tasks within the tax team, by working with the tax management team.

> Review trust and company accounts from a tax perspective and identify tax risks.

> Monitor compliance deadlines and ensure filing obligations are met.

> Act as a point of reference for tax queries from other departments across the Group, with the support of the tax management team.

> Liaise with clients, beneficiaries, settlors and professional advisers on tax matters as required.

> Assist with more complex tax matters under the guidance of senior members of the team.

> Support fee quotation, budgeting and billing processes.

> Assist with procedural improvements and maintenance of departmental controls.

> Assist in delivery of internal tax training sessions across the Group.

Minimum education and experience

> Educated to a minimum of A-Level standard or equivalent.

> Minimum of 3 years relevant tax experience.

> ATT or STEP or ACCA qualified (or equivalent) preferred.

> CTA studies commenced or willingness to pursue further professional qualifications desirable.

> Experience working with fiduciary structures, trusts and companies preferred.

Required skills

> Strong technical knowledge of UK taxation, with knowledge of other jurisdictions taxation desirable.

> Ability to review work and identify technical issues.

> Strong communication and stakeholder management skills.

> Excellent organisational skills and attention to detail.

> Ability to manage competing priorities and meet deadlines.

> Ability to supervise, coach and develop junior team members.

Corporate Product Associate

Hours: Full Time

Contract type: Permanent

Location: Guernsey or Jersey

Overview

We're looking for a Corporate Product Associate to join our Commercial team in either Guernsey or Jersey.

This varied role combines product management, commercial analysis and corporate banking support. You'll help develop and manage savings, mortgage and corporate banking products, coordinate product and pricing changes, support commercial decision-making and deliver excellent service to corporate banking clients.

Working closely with teams across the business, you'll play an important role in ensuring products remain competitive, compliant and aligned to customer needs while supporting the delivery of business growth objectives.

Key Accountabilities

• Support the development, implementation and ongoing management of savings, mortgage and corporate banking products.

• Assist with pricing, forecasting, liquidity management and performance analysis.

• Coordinate product launches, pricing changes and customer communications across relevant systems and channels.

• Support product governance activities, including approvals, reviews and documentation.

• Gather customer, market and competitor insights to help shape future propositions.

• Deliver exceptional support to corporate banking clients, ensuring instructions and requests are completed accurately and efficiently.

• Maintain a strong focus on risk, regulatory compliance and customer outcomes.

• Identify opportunities to improve processes, customer journeys and operational efficiency.

Requirements

Essential

• Experience in a banking, financial services or client support environment.

• Excellent communication and relationship-building skills.

• Strong numerical, analytical and problem-solving abilities.

• High attention to detail and good IT skills.

• Customer-focused approach with a commitment to delivering excellent service.

• Understanding of risk, compliance and regulatory responsibilities.

• Knowledge of savings and mortgage markets.

Desirable

• Experience in product development, product management or proposition support.

• Knowledge of pricing, forecasting or commercial analysis.

• Strong Microsoft Excel and data analysis skills.

• Experience within banking, trust or wider financial services sectors.

• Knowledge of savings and/or mortgage products.

Administrator - Guernsey

The role

Assist the team with general administration duties for a portfolio of clients.

The responsibilities

You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: 

• assisting with the set up and maintenance of client information into the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions
• completing the day-to-day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements
• assisting with the opening and closing of entity bank accounts and assisting with review of incoming funds into client bank accounts, and work towards becoming competent in liaison with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions
• preparing emails and route through to senior team members in readiness for sending, taking telephone messages and carrying out call backs
• preparing routine investment review minutes
• developing an understanding of the firm’s policies and procedures and how they impact day-to-day work 
• developing an awareness of tax and taking note of warning messages along with gaining knowledge on the formation of legal entities and trusts
• updating the timekeeping system in line with expectations and strive to meet utilisation targets

You

• successful attainment of a minimum of 5 GCSEs, or equivalent, at grade 4 (or C) and above, to include English and Maths
• effective and confident communication skills along with the ability to converse with a range of people 
• ability to organise work schedule over the short term, with support if needed
• ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
• evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service
• compliance with the firm's Information Security Policy and associated procedures, as updated from time to time

Treasury Dealer (13896) – Guernsey / Jersey

Description of role and key responsibilities:

• Maintain a strong understanding of the relevant regulatory environment, including applicable regulations, rules and guidance, and ensure all Treasury activities are conducted in accordance with internal compliance requirements, policies, procedures and controls. 
• Support the effective management of the Bank's Asset and Liability Management (ALM) activities, with particular focus on liquidity and interest rate risk. 
• Manage and monitor the Bank's foreign exchange (FX) risk, ensuring exposures remain within approved risk appetite and authorised limits. 
• Produce, maintain and control interest rates and pricing across the Bank's liability products, ensuring appropriate consideration of market conditions, liquidity requirements and commercial objectives. 
• Partner with liability-gathering teams across all jurisdictions to support the achievement and, where possible, outperformance of cash and liquidity targets.  
• Monitor Treasury risk positions on a daily basis, proactively identifying and managing exposures to ensure the Bank remains within approved limits and risk appetite. 
• Manage surplus cash and liquidity efficiently through appropriate Treasury asset purchases and investments, balancing liquidity, risk, return and regulatory requirements. 
• Drive the optimisation of Treasury profitability, including the effective management of client pricing, spreads and trading positions within agreed risk parameters. 
• Contribute to the continued development and robustness of the Treasury risk management framework, ensuring appropriate controls, governance and oversight are maintained. 
• Work collaboratively with IBP Central Treasury and other Group stakeholders to support wider Treasury strategy and the achievement of Group objectives. 
• Partner with teams across IBCI to support new and existing client relationships, providing Treasury expertise and identifying opportunities to deliver appropriate solutions. 
• Maintain consistently high levels of service to internal and external clients, responding effectively to requirements and building strong, trusted relationships across the business. 

Essential Criteria

Core Skills and Knowledge: 

• Treasury/financial markets experience 
• Highly numerate 
• Expeditious decision making. 
• Client interface/interpersonal skills 
• Foreign exchange/interest rate proprietary and corporate trading. 
• Derivative product trading/development experience. 
• Economic and financial markets analysis. 

Portfolio Manager

The opportunity

Ci Global Fund Managers ICC is seeking a Portfolio Manager to join its investment team in St Helier, Jersey.

The role is primarily research-focused, with responsibility for producing the analysis that supports portfolio construction and investment decisions across the funds we manage. They will work alongside global colleagues, clients, investment managers and service providers, gaining exposure to a broad range of markets, investment strategies and complex portfolio-management questions.

About Ci Global Fund Managers ICC

Ci Global Fund Managers ICC is a global investment manager based in St Helier, Jersey, providing institutional investment-management services to a range of collective investments. We have approximately US$2 billion in assets under management and manage just under 40 sub-funds for an Irish Collective Asset-management Vehicle, or ICAV.

Key responsibilities

The Portfolio Manager’s responsibilities will include:

• Conducting detailed research on investment funds, securities, asset classes, markets and investment strategies.
• Researching passive and active ETFs, as well as active investment managers across a range of investment styles, including quality, value and growth.
• Undertaking quantitative and qualitative analysis of funds and investment managers, including their performance, portfolio characteristics, investment processes, exposures, risks and suitability within our portfolios.
• Analysing companies, industries, markets and economic developments as part of the firm’s broader securities and investment research.
• Developing and maintaining quantitative models, analytical tools and investment screeners to support research, portfolio construction and investment decision-making.
• Conducting economic and market research from a top-down asset-allocation perspective.
• Participating in meetings with investment managers and undertaking ongoing investment and operational due diligence.
• Preparing clear, well-supported research reports, investment recommendations and investment committee papers.
• Presenting research findings and recommendations to the relevant investment committees.
• Monitoring existing investments and fund managers, including performance, portfolio positioning, risk, style consistency and material organisational developments.
• Supporting portfolio construction, asset allocation, risk analysis, rebalancing and the implementation of investment decisions.
• Undertaking performance analysis and attribution to help explain portfolio outcomes and identify areas requiring further research.
• Contributing to the continued development of the firm’s investment frameworks, research processes, quantitative methods and analytical tools.
• Working with clients and colleagues across different countries and time zones, including helping to communicate portfolio positioning, investment decisions and market developments.
• Ensuring that investment activity is undertaken in accordance with applicable fund mandates, prospectuses, internal policies, governance requirements and regulatory obligations.

The precise balance between securities research, fund research, quantitative analysis and portfolio analysis will reflect the successful candidate’s experience and areas of expertise.

About you

We are looking for someone with strong analytical and quantitative capabilities, relevant investment-research experience and a genuine passion for financial markets.

The preferred candidate will have:

• Relevant professional experience in fund research, manager research, securities research, portfolio analysis, asset allocation or a closely related investment role.
• Previous experience researching investment funds, ETFs, active managers or securities.
• A relevant university degree or professional investment qualification.
• The CFA designation, progress towards the CFA designation or a clear commitment to completing an appropriate professional qualification.
• Strong quantitative, analytical and portfolio-research skills.
• Experience developing or working with quantitative models, investment screeners, data-analysis tools or similar research frameworks.
• An understanding of active and passive investment strategies, portfolio construction and the role of different investment styles within a diversified portfolio.
• Strong written communication skills and the ability to turn complex research into clear, concise and actionable recommendations.
• Confidence presenting and defending investment conclusions while remaining willing to reconsider them when the evidence changes.
• A high degree of attention to detail and an ability to manage multiple research projects and deadlines.
• The ability to work effectively as part of an international team and communicate with colleagues, clients and investment managers across different markets and time zones.
• A deep passion for investing, continuous learning and understanding how markets and investment strategies evolve.
• Uncompromising personal and professional integrity.

Experience working with institutional portfolios, collective investment schemes, investment committees or manager due-diligence processes would be advantageous.

Jersey employment status and relocation

Applicants based in Jersey should hold Entitled or Entitled for Work status.

For an exceptional candidate currently based in the United Kingdom, Ci Global Fund Managers ICC may consider providing relocation support, provided the candidate already has the right to live and work in the UK.

We are not able to sponsor applicants based outside the UK who do not already have the required right to live and work in the UK or Jersey.

Any relocation and appointment will remain subject to the successful candidate obtaining the Jersey residential, employment and immigration permissions required to live and work in the Island.

What we offer

• A competitive remuneration package reflecting the successful candidate’s experience and qualifications.
• A research-focused position with direct involvement in the investment decisions of the funds we manage.
• Exposure to a broad range of funds, investment managers, securities, asset classes and global markets.
• The opportunity to develop new quantitative, analytical, research and portfolio-management skills.
• A professional environment that supports continued learning and career development.

The appointment will be subject to satisfactory references, verification of qualifications, identity and right-to-work checks, and any background or regulatory screening appropriate to the position.

Ci Global Fund Managers ICC is committed to fair and inclusive recruitment. Applications are welcomed from suitably qualified candidates, and reasonable adjustments can be made throughout the recruitment process.

All applications will be treated with a high degree of confidentiality and discretion.

Senior Administrator/Assistant Manager - Private Clients (9/10 month FTC) - Guernsey

The role:

The Senior Administrator/Assistant Manager, Private Clients will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.
The Key Responsibilities for the role are noted below and as an Assistant Manager you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, deputising for the Manager in their absence and participating in projects that are related to the role.

Some of the things you will be doing:

• Administer a portfolio of complex fiduciary structures to a high standard ensuring all administration procedures are adhered to;
• Ensure administration is carried out in accordance with up-to-date tax and legal advice with support from client manager/client director;
• Consistently deliver a timely and high-quality service to clients, demonstrating effective communication ensuring client managers/directors are copied in at all times;
• Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents and lawyers on all matters relating to the management of a portfolio of complex fiduciary structures;
• Ensure that invoicing fees and debt management is carried out in a proactive and timely manner;
• Demonstrate a full understanding of client entity transactions, ensuring all client entity files are up to date and that Minutes and Meeting Notes have been drafter accurately with an appropriate level of detail;
• Support team lead in the management of the team as required;
• Supervise and assist in the development of a junior member of the team as required;
• Delegate routine administration tasks to the administration team whilst retaining oversight to ensure tasks are being fully completed in a professional and timely manner;
• Oversee projects as requested by the team lead and ensure these are completed accurately within the deadlines set;
• Demonstrate an understanding and knowledge of risk factors specific to fiduciary structures, particularly in relation to trigger events seeking guidance from client managers/directors;
• Provide on the job training and guidance for more junior members of the administration team sharing technical knowledge and experience;
• Be responsible for FATCA, CRS, Payment Procedures, FID Reviews and Action Points for audit and liaise with auditors.
• Embrace and demonstrate our corporate values and purpose – Tenacity, Service, Teamwork, Agility and Genuine;
• Proactively keep an up-to-date awareness of current industry issues e.g. interest rate movements, change in legislation i.e Substance legislation; and
• B signatory (up to £50,000 on Bank Signing Schedules).

What technical skills, experience, and qualifications do you need:

• Evidence of prior and proven relevant experience in regulated finance or professional services;
• Sound organisation skills and supervisory experience;
• Possess a solid understanding of the business and markets applicable to the business;
• Hold a relevant professional qualification such as STEP, ICSA; and
• Strong technical IT skills; and
• Drive personal development using all the resources available to achieve success.