go.
Get new jobs for this search by email
Job Purpose:
Senior Portfolio Manager required to join an Investment Management Company on a Permanent basis to Manage/Support management of Institutional Mandates.

Key Responsibilities:
Ensure that high quality investment reports for institutional and private clients are prepared and delivered within agreed timescales
Regularly monitor the department investment mandates, to ensure they are invested in accordance with individual client parameters and restrictions whilst ensuring they're also in line with Group guidelines
Attend investment meetings with clients
Client liaison
Contribute effectively to internal investment meetings as required

Skills & Experience:
Proven industry experience managing institutional and/or High Net Worth portfolios
Qualified to at least Chartered FCSI level (or equivalent)
Minimum of Level 4 in respect of Private Client qualification would also be preferable
Ability to prepare high quality written investment reports to institutional clients

Hours & benefits:
Full time, core business hours. Permanent position. Excellent salary.

Job Purpose:
Experienced Portfolio Manager required to join an Investment Management Company on a permanent basis. The role holder will assist in the management of Institutional mandates, including attendance of meetings, compilation of investment reports and implementation of asset policies for individual clients.

Key Responsibilities:
Prepare high quality investment reports for Institutional Clients within agreed timescales
Monitor investment mandates to ensure they are invested in accordance with individual client parameters and restrictions ensuring they are in line with group guidelines
Attend investment meetings with clients, as required
Client liaison where appropriate dealing with ad hoc queries
Support new business and marketing with a view to obtain mandates

Skills & Experience:
Proven industry experience managing institutional mandates or high net worth portfolios
Must be qualified to at least MSI level (or equivalent) and have a minimum of RDR Level 4/be in the process of attaining such qualification
Must have a research based background and the ability to understand and apply such skills to provide recommendations
Ability to prepare and deliver investment reports to institutional clients in a clear and concise manner and within agreed timescales

Hours & Benefits:
Full time (35 hours per week), Permanent role. Competitive salary & comprehensive benefits package

Job Purpose:
Experienced Senior Trust and Company Administrator, ideally professionally qualified (ICSA, STEP), used to managing a number of client relationships in accordance with company procedures and legislation, is required by an established Trust & Corporate Service Provider.

Key Responsibilities:
Managing the diverse administration requirements for an active portfolio of clients, from incorporation /establishment through to dissolution / termination of companies and trusts respectively
Liaison with clients and intermediaries and accurate maintenance of records
Timely completion and submission of statutory forms, along with any supplemental deeds and other documentation
Assisting with KYC and due diligence requirements, having a good understanding of the IOM regulatory framework

Skills & Experience:
Experienced Senior Trust and Company Administrator, ideally professionally qualified (ICSA, STEP etc.)
Used to managing the diverse administration requirements for an active client portfolio in accordance with company procedures and legislation
Proactive client and intermediary liaison
Used to working autonomously, as part of a professional team

Hours & Benefits:
35 hour working week, salary competitive and in line with experience and qualifications and plus company benefits, including car parking

Job Purpose:
The experienced Senior Trust & Company Administrator will be part of a team based in the South of the island, delivering effective and efficient trust and corporate administration services to a diverse client base.

Key Responsibilities:
Responsible for a diverse and complex portfolio of trusts, companies and partnerships including:
Undertaking all day to day administration, bookkeeping and minutes Liaison with clients and intermediaries, attending client meetings as required
Conducting investment and annual reviews
Reviewing Bookkeeping records and preparing accounts files to allow for preparation of year-end accounts
Responsibility for client billing and debt collection

Skills & Experience:
A minimum of 5 years experience within a Fiduciary Services. Administration Applicants are expected to be working towards or holding a relevant professional qualification such as ICSA or STEP. Strong communication and organisational skills, experienced in building and maintaining positive working relationships with clients and intermediaries
Positive approach, should be used to working both independently as well as part of a team

Hours & Benefits:
Full time hours, competitive salary and benefits


Get new jobs for this search by email

Choose Job Type