Manager, Investment Monitoring - Jersey

The role primarily involves monitoring and reviewing investment portfolios and assessing and advising on investment managers. It incorporates assisting in the development of the processes and service offered by the Investment Monitoring Team to the Group’s various private client teams, as well as ensuring that the services meet the needs of each jurisdiction and that appropriate data and reporting is provided to the local Investment Committees and Boards.

Job accountabilities:

• Identifying and managing risk associated with client investments
• Prepare ongoing investment reviews and client reporting
• Liaising with the Group’s appointed performance reporting provider
• Attend manager and client meetings where appropriate
• Supporting client teams with investment various related equities
• Participating in Investment Committees and assisting with Board and Committee reporting
• Management of the process of assessing and approving investment managers, including meeting with managers and analysing performance data
• Advising on investment manager selection and suitability, as well as arranging and assessing investment proposals

Minimum education and experience

• Level 4 investment qualification
• Minimum 7 years of experience in investment management-related role or private banking role

Required skills

• Good analytical and written communication skills
• Advanced Excel skills
• Good interpersonal and organisational skills