ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Analyst, Investment Manager Review

The job requirements are detailed below. Where applicable the skills, qualifications and experience required for this job have also been included.

Job details

Contractual hours: 36.25

Basis: Full time

Package: Full details of the benefits package will be communicated later on in the process

Job category/type: IMR

Job description

Purpose

To support the function of R&H Jersey’s Investment Manager Review team, which is responsible for the ongoing monitoring of investments held by R&H client structures and the investment management service providers engaged by them.

Summary of Responsibilities

Ongoing performance monitoring of investment portfolios owned by R&H structures, to include (where appropriate):

• Input & review of portfolio valuation and asset allocation data;

• Input & review of data related to portfolio mandates / risk profiles / restrictions etc.;

• Qualitative commentary on portfolio performance;

• Discussions with trustees and clients in respect of investment manager performance.

• Ongoing due diligence on current & prospective investment management providers, to include (where appropriate):

• Meetings with representatives from investment management firms;

• Review of due diligence information provided by investment managers;

• Accurate recording of due diligence undertaken.

• Preparation of reporting to R&H senior management, trustees, and clients, and for internal investment oversight meetings;

• Responding to ad hoc investment-related queries from trustees and clients;

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Continuous improvement of team processes, including development and enhancement of reporting and team marketing material;

• Any other reasonable duties that may be assigned.

Skills, Knowledge and Experience

Minimum education level requirements:

• GCSE (or equivalent) grades A-C in five separate subjects including Mathematics and English;

• A2 levels (or equivalent);

• Preferred education level:

• A2 levels (or equivalent) including numerical and qualitative (e.g. English) subjects;

• Undergraduate degree, preferably in a finance-related or numerical subject.

• Strong numerical and analytical skills;

• Strong writing skills;

• A high level of attention to detail;

• Willingness to study for investment qualifications (e.g. IMC, PCIAM, CFA etc.);

• General interest in investment markets;

• Good working knowledge of Microsoft Office packages and applications, particularly Excel;

• Good interpersonal and verbal communication skills, with the ability to communicate at all levels;

• Ability to manage own workload and prioritise appropriately;

• Flexible, with the ability to work to time pressures, react calmly to changing demands, and complete work in an accurate and timely manner.

Training

• Full on-the-job training will be provided, with continued support and guidance;

• Where considered appropriate, external courses will be offered to support training;

• Subject to successful completion of probation and suitability, full support will be provided for further investment-related qualifications (where appropriate), including course attendance and examination time.