Job Description
Take the next step in your investment career with a Guernsey based role that puts you at the heart of portfolio oversight and manager assessment.
As Manager, Investment Monitoring, you’ll play a vital part in ensuring high-quality investment governance, delivering clarity, insight and confidence to private client teams across jurisdictions.
Responsibilities include:
- Monitor and review investment portfolios, identifying risks and preparing clear, detailed client and committee reports.
- Lead the assessment and approval process for investment managers, analysing performance data and conducting manager meetings.
- Advise on manager selection, suitability and investment proposals while supporting teams with investment-related queries.
- Work closely with performance reporting providers and contribute to Investment Committee and Board reporting.
Ideally you will have a Level 4 investment qualification, at least seven years’ experience in investment management or private banking, strong analytical and written skills, advanced Excel capability and excellent interpersonal ability. This role is ideal for someone who thrives on detailed analysis, stakeholder engagement and delivering high-quality oversight.
Does this investment role pique your interest? If so, then please get in touch today with a copy of your latest CV or give Marcel a call on 01481 714 634, or email info@firstcall.co.gg for more information.