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 First Floor, Commercial House Annex Commercial Street St Helier Jersey JE2 3RU Tel: 01534 832660 Email: info@optimus.je

Vacancy - details    Job Title Investments Manager  Details Key Responsibilities- Identification and monitoring of a preferred manager list: Comprehensive understanding of all managers employed, with regard to risk and process On-going data collection of performance Meeting with investment managers on a regular basis Negotiating fees with investment managers Providing recommendations to the Directors/Trustees for the selection of the most appropriate managers based on individual case assessment Regular reviews of individual cases for Jersey and Geneva clients: Identification of high risk holdings Identification of a mismatch between trustees’/Directors’ wishes and existing portfolio Meeting with clients as required Suggesting actions for broad changes to the portfolio i.e. investment strategy or portfolio manager Assisting trust and company admin teams with regard to investment matters Help with understanding valuations for book-keeping purposes Individual investment profiles for each account Contacting investment managers Help with opening and closing investment accounts Review of corporate actions Input on advisory and execution services Update staff on investment news Procedure design, implementation and management: Settlor directed procedures Advisory/execution procedures Selection and de-selection of investment managers Qualifications and Experience- The holder of this position should be educated to degree level, ideally in a business related subject and be a member of a relevant professional body Comprehensive knowledge of and a proven track record in the investment field. A proven track record in handling complex investment portfolio A proven track record in client relationship management Exposure to marketing and business development initiatives coupled with a willingness to get involved in the development of new markets Strong leadership and interpersonal skills for dealing with staff, intermediaries and clients Excellent time management and organisation Good presentation skills Good understanding of financial markets and finances in general Excellent communication skills Ability to coach staff  Salary (pa) c. £60,000     Negotiable    Job Type Permanent  Sector Investments      Location Jersey

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