Portfolio Support Analyst
- Investments
- Jersey
- Permanent
- Full Time
- 2017
Description
If you have the following then please get in touch about this great opportunity to open and manage client portfolio:
- Ability to operate under pressure and to tight deadlines
- Goal-orientated with capability to think independently and solve complicated problems
- Willingness to learn and attention to detail
- strong analytical, problem solving, and communication skills at all levels
- Team spirit
Postholder will ensure client cash flows additions or withdrawals and changes in portfolio strategy implemented with minimal client impact; maintain investment mandates and apply investment guidelines; maintain and update model portfolios and PIU and communication; review manual processes, considering risks and recommending potential solutions; act as contact for third party custody onboarding and queries; ensure client deadlines, internally agreed KPIs, SLAs and client reporting requirements met; undertake daily oversight checks including Batch reports, debit balances, CASS requirements, and daily bargain reports; ensure portfolio discounts correctly approved and portfolios updated to reflect new agreed fee rates; running analytical reports for variety of investment strategies; oversee business related projects; assist with preparing pitches to prospective clients across strategies and with production of technical materials for presentations; own intranet pages; build relationships; escalate breaches.
Closing date 4 March 2025.
