Our client are seeking an Investment Officer to join their team. 

The individual will be involved in all aspects of the Investment Team’s provision of investment services to the private client teams across the jurisdictions. Whilst primarily supporting the Investment Team in their remit of reviewing investment portfolios, risk monitoring and assessing investment managers, the individual will be assisting the Group’s private client teams with a variety of investment related queries.

Job accountabilities:

• Assist the Team in the processing of quarterly investment reviews, including determining results and investigating and following up on any performance or other portfolio issues.
• Distribute results and ensure they are recorded in the company’s systems
• Assist the Team in preparing Annual Investment Reviews including the updating of investment profiles in conjunction with the Trustees and assessment of longer-term investment suitability
• Manage the process of setting up new portfolios for investment monitoring, including interpreting investment management agreements and liaising with the Client Teams, investment managers and ARC accordingly.
• Ensuring portfolios are correctly set up in the company systems and diary structure for Annual Reviews
• To be the point of contact with ARC in relation to providing all information and statements required for the provision of performance reports
• Prepare Dealing Forms in accordance with procedures for execution only and advisory investments

Skills and Knowledge:

• Good interpersonal skills for dealing with intermediaries and staff.
• Good IT skills with a solid knowledge of Excel.
• A decent understanding and experience of financial markets.
• Some knowledge of offshore fiduciary services preferred.
• Excellent time management and organisation.
• Sound judgement.
• Minimum Level 4 investment qualification preferred, or a willingness to undertake
• Experience of working in investment management, client relationship management or private banking would be beneficial

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com