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Investment Supervision Officer

  • Investments
  • Jersey
  • Permanent
  • Full Time
  • 34338

Description

Purpose of role is to ensure investment portfolios and investment firms advising on or managing portfolios are fit for purpose and to identify areas of investment risk at portfolio and business level.  Postholder will assist in collation of quarterly portfolio data and benchmark information from internal and external investment managers for loading into performance monitoring system; assist in production of portfolio analysis reporting including written analysis of performance risk results; assist in maintaining work log and provide updates; assist in due diligence review process for new and existing firms; ensure procedures updated and loaded onto intranet site; create and update portfolio records and carry out anomaly checking controls; provision of investment support and project help; assist in fee collection process.

Candidate must have solid understanding of financial markets and Trust & Company structures; high level of numeracy & attention to detail; working knowledge of Microsoft Office, in particular Excel; analytical mindset; strong communication and interpersonal skills; educated to A-Level or above.  Professional qualifications desirable, but not essential, but must be willing to undertake investment qualifications.

Five years continuous residence in Jersey required.

RECRUITMENT CONTACT

For more details contact Emma O’Connell

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Investment Supervision Officer

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