Investment Monitoring Manager - Risk & Manager Selection

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the United Kingdom seeks an experienced investment manager to monitor and review investment portfolios. The role involves managing client investment risks, preparing reviews, and supporting investment committees. Candidates should possess a Level 4 investment qualification and have a minimum of 7 years' experience in investment management or private banking. Strong analytical, communication, and Excel skills are essential. This is a full-time position offering the chance to work in a collaborative and respectful environment.

Qualifications

• Minimum of 7 years' experience in an investment management-related role or private banking role.

Responsibilities

• Identifying and managing risk associated with client investments.
• Preparing ongoing investment reviews and client reporting.
• Liaising with the Group's appointed performance reporting provider.
• Attending manager and client meetings where appropriate.
• Supporting client teams with various investment-related equities.
• Participating in Investment Committees and assisting with Board and Committee reporting.
• Managing the process of assessing and approving investment managers.
• Advising on investment manager selection and suitability.

Skills

Analytical skills

Written communication skills

Advanced Excel skills

Interpersonal skills

Organisational skills

Education

Level 4 investment qualification

Job description

A leading financial services firm in the United Kingdom seeks an experienced investment manager to monitor and review investment portfolios. The role involves managing client investment risks, preparing reviews, and supporting investment committees. Candidates should possess a Level 4 investment qualification and have a minimum of 7 years' experience in investment management or private banking. Strong analytical, communication, and Excel skills are essential. This is a full-time position offering the chance to work in a collaborative and respectful environment.