Investment and treasury specialist driving portfolio oversight and strategic financial support
Jersey
To apply or for more information please contact Emma O’Connell on 01534-888345 or email emma.oconnell@thomasdessain.com.
The role involves analysing portfolio data, conducting due diligence on investment managers and banking partners, advising internal trust and fund teams on investment-related matters, and producing high-quality reporting for clients and governance committees.
Key responsibilities include relationship management, process improvement, and participation in investment oversight meetings.
Ideal for a finance professional with at least five years’ investment experience, strong analytical and communication skills, and a Level 4 investment qualification or equivalent.
The position requires a proactive, detail-driven individual with the ability to prioritise effectively, operate under time pressure, and collaborate confidently with stakeholders at all levels.
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Managing high-value investment portfolios with insight and impact