Investment Analyst, Private Clients

Sector:
Client Services Jobs, Fund / Investment / Portfolio Manager Jobs, Finance Jobs, Research & Analysis Jobs
Location:
Other
Job Type:
Permanent
Salary Description:
£ Attractive + benefits
Posted:
12-Mar-19
Start Date:
Job Ref:
PB1820

Our client being a Investment Consulting firm based in Guernsey are looking for an experienced Investment Analyst to work with their Private Clients. This role entails undertaking analysis of fund and portfolio performance through a process of data collection, verification, investigation and interpretation and then to present the findings.
Will be maintaining client data and obtaining and collating data from investment managers, producing reports, attendance of client meetings, monitoring client transactions, client enquiries and providing general administration support. 

Require Finance qualifications including IMC or CFA Level 1 as well as a desire to study for professional qualifications.

This is a fantastic opportunity to work within a great environment

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