Portfolio Manager

Alexander Daniels; Saint Helier; Sur place; GBP 80 000 - 120 000; Plein temps

Résumé du poste

Alexander Daniels is seeking a Permanent Portfolio Manager for our client, a respected investment team based in St Helier, Jersey. You will manage and optimise client portfolios in line with defined strategies, delivering high-quality service to clients.

You will lead detailed market analysis, monitor performance, and ensure compliance with risk parameters, while collaborating with the team on broader investment initiatives.

Qualifications

• Portfolio management experience with disciplined investment processes.
• Ability to monitor and rebalance portfolios per strategies and risk appetite.
• Strong analytical skills with financial data.

Responsabilités

• Manage and oversee investment portfolios in line with our client's agreed strategies.
• Monitor performance and provide clear, regular updates to relevant stakeholders.
• Undertake detailed analysis of markets and investments to support decisions.
• Ensure portfolios remain compliant with internal guidelines and risk parameters.
• Collaborate with our client's team to support broader investment initiatives.

Connaissances

Portfolio management

Analytical thinking

Risk awareness

Client-focused

Attention to detail

Description du poste

We are working with our client, a highly regarded organisation based in St Helier, Jersey, to appoint a Permanent Portfolio Manager to join our client's team. This is a key role for a seasoned investment professional who will take responsibility for managing and optimising portfolios while supporting our client's long-term strategic objectives and delivering high-quality service to their valued clients.

Skills

• Portfolio management expertise - applying disciplined investment processes to construct, monitor, and rebalance portfolios in line with agreed strategies and risk appetite.
• Analytical thinking - using data, research, and market insight to assess performance, identify trends, and support sound investment decisions.
• Risk awareness - understanding and managing portfolio risk, ensuring appropriate diversification and alignment with client risk profiles.
• Client-focused mindset - maintaining clear, professional communication with stakeholders to explain portfolio performance and strategy in an accessible way.
• Attention to detail - ensuring accuracy in portfolio reporting, documentation, and any associated transactional activity.

What you'll do

• Manage and oversee investment portfolios in line with our client's agreed strategies.
• Monitor performance and provide clear, regular updates to relevant stakeholders.
• Undertake detailed analysis of markets and investments to support decisions.
• Ensure portfolios remain compliant with internal guidelines and risk parameters.
• Collaborate with our client's team to support broader investment initiatives.

What you'll need

• Strong experience working in a portfolio or investment management capacity.
• Demonstrable analytical skills and comfort working with financial data.
• Sound understanding of investment principles and risk management concepts.
• Ability to communicate complex information clearly and professionally.
• Organised, detail-focused approach to managing multiple portfolios and tasks.

Why Join?

• Opportunity to play a pivotal role in our client's investment offering in Jersey.
• Work closely with a professional, collaborative team committed to high standards.
• Be part of a stable, permanent position with long-term career potential.

More information about this role is available upon request - contact the team today for further details.