25 Jul Trust Investment Analyst
We have a fantastic opportunity for a Trust Investment Analyst to join an independent wealth management company in Jersey.
Key duties will include:
- Providing internal investment monitoring and analysis through the use of external reports and internal resources
- Working towards ownership of the external investment monitoring process
- Liaise with client teams and directors in the investment manager selection process
- Organise meetings, take minutes and distribute file notes in relation discussions and action points
- Building relationships with external investment managers, ensuring due diligence requirements are being met
More information about this role is available upon request – contact the team today for further details.