Manager - Investment Manager Review
IMR & Wealth Reporting
Enquire
| Type: | Permanent |
| Hours: | Full Time |
| Reference: | 74029 |
Full Description
Manager - Investment Manager Review
Department: IMR & Wealth Reporting
Employment Type: Permanent
Location: Jersey
Description
To support the function of R&H Jerseys Investment Manager Review (IMR) & Banking Team, which is responsible for the ongoing monitoring of investments held by R&H client structures and the investment management service providers engaged by them.
Key Responsibilities
Support the function of the IMR team, and in particular:
Manage the ongoing performance monitoring process for portfolios owned by R&H structures, to include (where appropriate):
- Qualitative commentary on portfolio performance
- Discussions with trustees and clients in respect of investment manager performance
- Input / review data related to portfolio mandate / risk profile / restrictions etc.
- Input / review portfolio valuation and asset allocation data
Conduct ongoing due diligence on current / prospective investment management and banking providers, to include (where appropriate):
- Meet with representatives from investment management and banking firms
- Review due diligence information provided by investment managers and banks
- Record due diligence undertaken
Provide consultancy to Trust Team and clients on investment-related matters, including:
- Investment manager selection
- Review of individual investments
- FX, cash & treasury management
- Attending meetings with Trust Team and clients, where relevant;
- Prepare / review reporting to clients and for internal investment oversight meetings
- Attend investment oversight committee and board meetings (where required)
- Manage the IMR team group mailbox
- Continuous improvement of team processes, including development and enhancement of reporting and team marketing material
- Maintain strong relationships with Trust Team, clients and intermediaries
- Any other reasonable duties that may be assigned
Skills Knowledge and Expertise
Minimum education level requirements:
- Regulated Qualifications Framework level 4 investment qualification
- Honours degree
- Minimum 5 years experience working in an investment environment, preferably in a consultancy capacity
- Advanced literacy, numerical, analytical, and organisational skills
- Attention to detail
- Strong working knowledge of Microsoft Office packages and applications, especially Excel
- Strong interpersonal skills, with the ability to communicate at all levels
- Ability to manage own workload and prioritise accordingly
- Extremely flexible, with the ability to work to time pressures, react calmly to changing demands, and complete work in an accurate and timely manner
Benefits
R&H have wide range of benefits and rewards to offer all employees these are as follows;
Contractual benefits and rewards
- Competitive salary
- 8% long term savings award (in lieu of pension) paid monthly in cash, calculated on basic salary
Non-Contractual benefits and rewards
- 4% Discretionary Christmas bonus (basic salary)
- Senior Manager Bonus (for those SM and above, based on performance)
- Support for professional qualifications
- Private Healthcare
- Dental Cover
- Group Income Protection
- Group Life Cover
- Critical Illness Cover
- Wellbeing Initiatives
- Holidays (25 30 dependent on role level)
- Length of service awards including sabbaticals
- R&H day (an extra day off during the Christmas/New Year Period)
- Parking space (Associate Director and above)
- Active social committee ( Monthly activities)
- Charity support (money raised on initiatives matched by the Partners)
Full on-the-job training will be provided, with continued support and guidance and where considered appropriate, external courses will be offered to support training.
For more information please visit https://rawlinsonhunter.pinpointhq.com/jobs/74029.
« Return to Adverts
