Job ID:
66696
Published date:
04/11/2025
Summary
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?