Investment Analyst / Private Clients (Guernsey)

  • To £40k depending upon skills and experience
  • St Peter Port, Guernsey, United Kingdom
  • Permanent, Full time
  • Citifocus
  • 17 May 19

Our client - an Investment Consulting firm based in Guernsey - are looking for an experienced Investment Analyst to work with their Private Clients.

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.