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Investment Analyst / Private Clients (Guernsey)

Employer
Citifocus
Location
St Peter Port, United Kingdom
Salary
To £40k depending upon skills and experience
Closing date
Mar 22, 2019

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

The role will entail undertaking analysis of fund and portfolio performance through a process of data collection, verification, investigation and interpretation.  You will then be required to present the findings.

You will be maintaining client data and obtaining and collating data from investment managers to produce reports.  You will also be required to attend client meetings, monitor client transactions, respond to client enquiries and provide general administration support. 

This role requires a Finance qualification, including IMC or CFA Level 1, as well as a desire to study for further professional qualifications.

This is a fantastic opportunity to work within a great environment and progress your investment career.

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