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Trainee Portfolio Manager / Admin Support

REF: 242 | Banking and Investments, Bookkeeping & Accounting, Trust Administration |
  • Location: St. Helier
  • Type: Permanent
  • Job #242

Purpose of the role:

This position is to provide support to the Chief Investment Officer and Investment Director (primarily) with additional admin support functions to the middle office team. Its purpose is to assist all areas of the business to ensure the highest standards are achieved in Investments, Operations and Client Management (including Compliance). The role will require regular interaction with service providers, other Group entities and clients and you will work closely with other employees to ensure service standards are met. Due to the small team and exposure to various aspects, there is substantial capacity for personal development and transitioning to a portfolio management role.


  • Preparation of new business proposals and communication with advisers and trustees, completing and distributing these to requirements
  • Preparation and maintenance of client reporting, marketing reports and strategy factsheets for regular distribution
  • Assist with maintenance and development of website investment content
  • Support the Chief Investment Officer in implementing the investment process, including: –
    • Regularly run stock screening process and prepare stock research notes
    • Update approved stock lists, models and performance records, as required
    • Review portfolio exposure against relevant models and prepare trade instructions to effect agreed model changes
    • Place dealing instructions with custodians and reconcile completion via AssetMax
    • Attend regular Investment Committee meetings, take minutes and provide research input
  • Assist Investment Directors and compliance with onboarding of new clients – agreement completion, CDD checks and internal onboarding processes
  • Work with custodians to ensure required documentation for new clients is complete
  • Assist Head of Compliance in updating records and client files as required
  • Periodic reviews of portfolios to ensure compliance with mandates
Skills required:
  • Preferably Investment qualified (Level 4) e.g., CISI Certificate in Investment Management or PCIAM, CFA Investment Management Certificate
  • Continued personal development/study in a relevant field
  • Good knowledge of investment markets
  • Ability to understand and interpret investment terminology and data
  • Proficiency with Bloomberg research tools and Microsoft Office Suite
  • Strong appetite for development of investment career


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