About the role:
To support the function of the Investment Manager Review team, which is responsible for the ongoing monitoring of investments held by client structures and the investment management service providers engaged by them.
Key responsibilities:
- Ongoing performance monitoring of investment portfolios:
- Input & review of portfolio valuation and asset allocation data;
- Input & review of data related to portfolio mandates / risk profiles / restrictions etc.;
Skills required:
- Minimum education level requirements:
- GCSE (or equivalent) grades A-C in five separate subjects including Mathematics and English;
- A2 levels (or equivalent);