Optimus is a boutique recruitment firm specialising in the placement of ambitious individuals within the offshore finance industry. Our close relationships with a wide range of clients, from niche to blue-chip, enable us to offer unique opportunities from trainee to executive, for those who have talent and drive. The inherent efforts of getting a new job are so often masked by sheer frustration. At Optimus, we fully recognise that you want to be treated differently and indeed deserve to.

 

Optimus Recruitment 17 Queen Street St Helier Jersey JE2 4WD Tel: 01534 832660 Email: info@optimus.je

Vacancy - details    Job Title Senior Investment Analyst - Intermediaries  Details The Senior Investment Analyst will be responsible for the day-to-day running of the Consulting/Intermediaries department including supervision of team members. The role also involves undertaking analysis of fund and portfolio performance and consulting, through a process of data collection, loading, verification, investigation, preparation of reports, interpretation of results and consulting at quarterly trustee review meetings. Responsibilities include Obtaining, loading and collating of data from various investment managers, which involves day to day contact with investment managers Maintaining client data within the companys proprietary systems Analysis of data outputs to provide a quantitative overlay to the reports produced Preparation of management reports for client meetings Quarterly meetings with clients to interpret the report findings Dealing with day-to-day client enquiries Providing general administration support for the directors Occasionally providing support for general data and software queries Reporting Line The position reports to the Managing Director, Jersey and Head of production, Guernsey Required Skills, Experience & Qualifications Good management skills Numerate and analytical Strong attention to detail Practical experience in financial markets, with a focus on investment portfolios Well organised and able to manage time autonomously Ability to communicate information clearly, both verbally and in writing Familiarity with the Microsoft Office suite of products, with a good understanding of Microsoft Excel Self-motivation Relevant Investment Qualification; preferably the Chartered Institute for Securities & Investment (CISI) Diploma or similar Compliance It is a condition of employment that all staff adhere to the Compliance processes and procedures relevant to their specific role and to the department in which they work. Anti-Money Laundering (AML) and Countering Financial Crime and Terrorist Financing (CFT) training will be provided to those staff involved in Controlled Investment Business, on a biennial or more frequent basis.  Salary (pa) Negotiable        Job Type Permanent  Sector Investments      Location Jersey

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