Purpose of the role:
You will be involved in all aspects of the Investment Team’s provision of investment services to the private client teams across the jurisdictions.
Responsibilities:
- Assist the Team in processing quarterly investment reviews, including determining results and investigating and following up on any performance or 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.
Skills required:
- 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