Manager, Investment Monitoring

Our client is an independent, leading provider of bespoke private wealth, corporate administration, and yacht services to companies, individuals, and families across the globe. They recruit and retain the brightest talent and create a culture that allows individuals to thrive. With an emphasis on independence, the organisation maintains an open culture where every voice is valued. They are dedicated to fostering an environment that promotes support and open sharing among all team members. Teamwork and collaboration are fundamental to their approach, nurturing an atmosphere of respect where everyone feels valued. The private wealth and corporate services teams work with clients and their advisers, delivering efficient and personalised services. This role is a full-time position focused on monitoring and reviewing investment portfolios, while advising on investment managers.

Job Duties:

• Identifying and managing risk associated with client investments
• Preparing ongoing investment reviews and client reporting
• Liaising with the Group’s appointed performance reporting provider
• Attending manager and client meetings where appropriate
• Supporting client teams with various investment-related equities
• Participating in Investment Committees and assisting with Board and Committee reporting
• Managing the process of assessing and approving investment managers, which includes meeting with managers and analysing performance data
• Advising on investment manager selection and suitability, as well as arranging and assessing investment proposals

Job Requirements:

• Level 4 investment qualification
• Minimum of 7 years' experience in an investment management-related role or private banking role
• Good analytical and written communication skills
• Advanced Excel skills
• Strong interpersonal and organisational skills

What You’ll Love:

Our client is committed to their core values of inspiration, listening, trust, and collaborative success. Joining their team means being part of an environment that actively listens and values contributions, leading to personal and professional growth. The opportunity to engage with a diverse range of international clients across various asset classes makes this role both challenging and rewarding. You will thrive in a culture of openness and respect, ensuring that every team member’s voice is heard and valued.

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