27 Jul 2017
Expert Portfolio Manager investment), Guernsey
Job DescriptionOur client is a private bank and wealth management company seeking to recruit an Expert Portfolio Manager (investment). Overall role purpose: The job is to be a senior member of the Investment Management (IM) team in Guernsey. The team consists of 7 individuals who look after a book of 200+ discretionary clients with AuM of over USD1.5bn. Key responsibilities will include: • This role requires active participation in the security selection, population of the portfolios and support of RMs with their role of managing current clients and attracting new clients. • Active involvement in Investment Research, making recommendation on portfolio composition • Active involvement with Global IM research to enhance local knowledge and spread best practice • Efficient, accurate and effective preparation of presentations/proposals for use by Portfolio Managers and RMs • Efficient, accurate and effective regular updates to RMs and responses to their queries • Engagement in sales support of IM services to RMs including attendance at client reviews and pitches • Assist in execution of the locally decided implementation of TAA decisions at the portfolio level • Assist in monitoring of portfolio performance • Assist in recording and compilation of Management Information (e.g. NNA, PTI, pipeline) The successful candidate will have: • A minimum of 5 years relevant experience and be qualified to RDR Level. • Ideally holds a CISI RDR Level 6 qualification, CFA or equivalent. • Outgoing personality with a highly client service and quality oriented mindset. • Must be passionate about the financial markets, and transmit this to colleagues and clients • Must have experience in, have ability at and enjoy securities (Funds, Equities, Bonds and Hedge Funds) analysis. • Team player who creates synergies for the benefit of the local team and the clients. For more information please email: email@example.com or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.
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