Banking Jobs in Guernsey

Portfolio Manager

Job Ref: LF 19124
Posted: 2017-10-23
Leapfrog Jobs

Our client, a global wealth manager with strong investment banking and asset management capabilities, is seeking to recruit a Portfolio Manager.


Guernsey, Channel Islands


Have an active involvement in investment research, making recommendation on portfolio composition, as well as in Global IM research, to enhance local knowledge and spread best practice.
Deliver an efficient, accurate and effective preparation of presentations/proposals for use by Portfolio Managers and RMs.
Produce accurate and regular updates to RMs and responses to their queries.
Engage in sales support of IM services to RMs, including attendance at client reviews and pitches.
Assist in execution of the locally decided implementation of TAA decisions at the portfolio level.
Support the monitoring of portfolio performance.
Assist in recording and compilation of Management Information, such as NNA, PTI and pipeline.

Skills / Qualifications

The ideal candidate will hold a CISI RDR Level 6 qualification, CFA or equivalent, coupled by a minimum of 5 years’ relevant experience. Applicants will have experience in Funds, Equities, Bonds and Hedge Funds analysis, with a passion for the financial markets. The successful candidate will have an outgoing personality, with a highly client service and quality oriented mind-set. This role will suit a dynamic and adaptable team player, who creates synergies for the benefit of the local team and the clients.

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.