JOB DESCRIPTION

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

Assistant Manager, Fiduciary Investment Review - Guernsey

 We are looking for an Assistant Manager for our Fiduciary Investment Review team. This is a prominent role with responsibility for oversight of performance and risk in relation to client investment portfolios across all Butterfield Group Trust locations.

 Your responsibilities will include:

• Assisting with leading the team responsible for undertaking client investment portfolio reviews.
• Ensuring that investment reviews are carried out in line with Group Policy and relevant regulation.
• Completing internal portfolio reviews against market benchmark and peer group.
• Assisting with the relationship management of external service providers used in the investment review process.
• Collaborating with and supporting employees and liaising with external parties (including third party investment managers) on matters relating to client investment performance and risk.
• Reviewing permanent documentation and making decisions on the nature and frequency of investment reviews to be undertaken.
• Supporting and overseeing the ongoing remediation and enhancement of portfolio-related data within the core administration systems.
• Using data from existing business intelligence systems and reworking and preparing this according to the requirements of numerous different stakeholders.
• Preparing information for and assisting the team manager with chairing and leading meetings of the Fiduciary Investment Committee in various jurisdictions and ensuring that these committees function according to the established Terms or Reference.
• Support the Manager with the development and implementation of a number of new initiatives and projects.

Your qualifications and skills include:

• Competent verbal and written communication skills.
• Confidence in presenting information to a wide range of audiences, including senior management.
• Excellent IT user skills, particularly in Microsoft Excel.
• Capability to work quickly and accurately whilst applying analytical skills.
• Capacity to work on multiple concurrent projects.
• A broad interest in the investment market portfolio management.

Does this sound like you?