Investment Officer

Job Ref: LF 24278
Posted: 2021-11-26
Leapfrog Jobs

A self-motivated individual with a strong mathematical background, a keen interest in investments and financial markets and and a willingness to achieve Investment Qualifications is required to join this dynamic company. Our client, is seeking an Investment Office to assist with the day to day administration of their busy team.


Guernsey, Channel Islands


Duties will include, but will not be limited to:

Working with the Investment Team to support management of institutional portfolios on a discretionary basis, adhering to the company’s Strategic Asset Allocation and Risk Appetite Statement.
Monitoring portfolios and their risk adjusted investment performance.
Undertaking asset data collation, and aggregation for presentation to key stakeholders.
Assisting with detailed investment analysis with a focus on asset types and their characteristics.
Conducting regular portfolio reviews to ensure alignment with investment mandates.
Monitoring mutual funds on the Group’s investment platform.
Undertaking ESG Risk Reporting by security and portfolio using third party metrics.
Preparing detailed reports for both internal and external distribution.
Attending and actively contributing at Investment Committee Meetings of both the Asset Manager and the Insurer.

Skills / Qualifications

Competent IT skills, with proven presentation and influencing skills, and strong attention to detail, along with a solid customer focus, the drive to create and implement effective action plans to achieve desired results, and the ability to manage own time, and prioritise and schedule activities are essential to the role.

How To Apply

For further details please call 711188, or email

If you wish to apply for this role, please submit your CV via the Apply Now button below.
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