Alexforbes, 2-6 Church Street, St Helier, Jersey, JE3 2NN
PO Box 336, St Helier, Jersey, JE4 8UU, Channel Islands
Job Title: Investments Specialist
Location: Jersey
Job Summary:
The Investment Specialist will play a key role within a mature, in-house funds services business. The
emphasis is on oversight and management of the business within a small team of experienced
professionals, focusing on product, administration, and client services.
Key Responsibilities:
Investment Management:
o Attend and actively contribute to the AFIJ Investment Committee, considering portfolio
performance and market outlook reports.
o Participate in the consideration of asset allocation, investment strategy, and asset
manager selections.
o Oversee the investment management process, from decision-making to operational
implementation into portfolios, working with local and SA-based investment and
operations teams.
Client Services:
o Deliver requisite client services and product support to distribution channels in the wealth
management space (retail) and corporate clients in both Jersey and South Africa.
o Support the client report-back process and manage client communications for Jersey.
o Assist with the development and promotion of the Company’s products and services to
attract new business.
Market and Competitive Analysis:
o Facilitate the production of market and competitive analysis in conjunction with the SA-
based product support teams.
o Analyze metrics such as portfolio diversification, volatility, risk, and returns.
Operational Implementation:
o Oversee and monitor the successful operational implementation of any investment
decisions, including the coordination or oversight of significant re-balancing or portfolio
strategies.
Alexander Forbes Investments Jersey Limited | Registration number: 67439
Directors: www.alexforbes.com/za/en/about-us/company-directors
Regulated by the Jersey Financial Services Commission
alexforbes.com/je/en
Risk Management:
o Maintain awareness and compliance with all Anti Money Laundering laws, regulations,
policies, and procedures relevant to the business.
o Assist with maintaining registers of incidents and breaches pertaining to the management
and administration of the fund.
Product Development:
o Contribute to the development of the investment funds offering in line with requirements
and opportunities.
o Assist with the generation of new business opportunities and channels.
Committee Support:
o Assist the Chairman of the Investment Committee and the SA Investment Team with
preparation for scheduled and ad-hoc investment meetings.
o Facilitate the delivery of appropriate information and content to discharge AFIJ’s
investment management responsibilities.
Qualifications:
• Experience in a similar role or transferable skills desired.
• Relevant industry qualifications desired, e.g., Chartered Institute of Securities and Investment
(ACSI / MCSI qualified) or similar.
• Familiarity with managing investments, including working knowledge of asset classes, investment
management styles, and headline macro-economic themes.
Skills and Competencies:
• Strong organizational skills and ability to coordinate conflicting priorities.
• Attention to detail and good time management.
• Excellent oral and written communication skills.
• Ability to work independently and generate solutions and proposals for management
consideration.
• Good relationship-building and networking skills at all levels.
• Client service orientation and ability to manage expectations.
Additional Information:
• The role requires a degree of independent evaluation and the ability to generate (or review)
solutions and proposals for management consideration.
• The successful applicant will be a key participant in the management and administration of a
Jersey Umbrella Unit Trust.
• Opportunities for professional development and career progression within the company.