Investment Analyst / Private Clients (Guernsey)
- Employer
- Citifocus
- Location
- St Peter Port, United Kingdom
- Salary
- To £40k depending upon skills and experience
- Closing date
- Jun 8, 2019
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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The role will entail undertaking analysis of fund and portfolio performance through a process of data collection, verification, investigation and interpretation. You will then be required to present the findings.
You will be maintaining client data and obtaining and collating data from investment managers to produce reports. You will also be required to attend client meetings, monitor client transactions, respond to client enquiries and provide general administration support.
This role requires a Finance qualification, including IMC or CFA Level 1, as well as a desire to study for further professional qualifications.
This is a fantastic opportunity to work within a great environment and progress your investment career.
You will be maintaining client data and obtaining and collating data from investment managers to produce reports. You will also be required to attend client meetings, monitor client transactions, respond to client enquiries and provide general administration support.
This role requires a Finance qualification, including IMC or CFA Level 1, as well as a desire to study for further professional qualifications.
This is a fantastic opportunity to work within a great environment and progress your investment career.
You need to sign in or create an account to save a job.
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