Our client is seeking an experienced investment professional to join their Investment Monitoring Team. The role focuses on monitoring and reviewing client investment portfolios, assessing investment managers, and providing high-quality reporting and advice to private client teams across multiple jurisdictions.

You will support the development of the Group’s investment monitoring processes, contribute to Investment Committees, liaise with external performance reporting providers, and assist client teams with investment-related queries.

Key Skills

• Level 4 investment qualification.
• Minimum 7 years’ experience in investment management or private banking.
• Strong analytical and written communication skills.
• Advanced Excel capability.
• Excellent organisational and interpersonal skills.

If this role interests you then please contact us.