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.