Portfolio Manager - Jersey

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

Job summary

A reputable financial services firm in the UK is seeking an experienced Portfolio Manager to join their team. The role involves conducting research, making asset allocation recommendations, and collaborating with the investment board. The ideal candidate will be fully CFA/CAIA qualified with strong expertise in portfolio construction and risk analysis. This position offers an opportunity to contribute to the firm's growing presence in the industry.

Qualifications

• Fully CFA/CAIA qualified with strong knowledge in fund manager research.
• Solid practical experience in a fund/investment management environment.
• Applicants must have residential status to apply.

Responsibilities

• Conduct quantitative analysis for third party manager selection.
• Make asset allocation recommendations and generate model portfolios.

Skills

CFA/CAIA qualification

Fund manager research

Portfolio construction

Risk analysis

Multi-asset-class focus

Job description

Job Overview

Our client, a well established provider of offshore fund/investment products, are seeking a Portfolio Manager to join their expanding team in their newly formed Jersey office.

Responsibilities

• Research third party manager selection by conducting quantitative analysis and provide the investment board with evidence based recommendations as to their suitability.
• Work on asset allocation—analyze client needs and conduct analysis, and collaborate within the team to make asset allocation recommendations, generate model portfolios, and partially be responsible for security selection.

Qualifications

• Fully CFA/CAIA qualified with previous knowledge and experience in fund manager research, multi‑asset‑class focus, strong knowledge and understanding, and demonstrated experience in portfolio construction and risk analysis.
• Senior role, requiring solid practical experience to successfully operate within a fund/investment management environment.
• Applicants must hold either entitled or entitled to work residential status in order to be able to apply for this role.

Additional Information

For further information please contact Faron Le Prevost on 01534 753009 or e‑mail your current CV and any relevant information to [e-mail]

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