We are working with our client, a highly regarded organisation based in St Helier, Jersey, to appoint a Permanent Portfolio Manager to join our client’s team. This is a key role for a seasoned investment professional who will take responsibility for managing and optimising portfolios while supporting our client’s long-term strategic objectives and delivering high-quality service to their valued clients.
Skills
- Portfolio management expertise – applying disciplined investment processes to construct, monitor, and rebalance portfolios in line with agreed strategies and risk appetite.
- Analytical thinking – using data, research, and market insight to assess performance, identify trends, and support sound investment decisions.
- Risk awareness – understanding and managing portfolio risk, ensuring appropriate diversification and alignment with client risk profiles.
- Client-focused mindset – maintaining clear, professional communication with stakeholders to explain portfolio performance and strategy in an accessible way.
- Attention to detail – ensuring accuracy in portfolio reporting, documentation, and any associated transactional activity.
What you’ll do
- Manage and oversee investment portfolios in line with our client’s agreed strategies.
- Monitor performance and provide clear, regular updates to relevant stakeholders.
- Undertake detailed analysis of markets and investments to support decisions.
- Ensure portfolios remain compliant with internal guidelines and risk parameters.
- Collaborate with our client’s team to support broader investment initiatives.
What you’ll need
- Strong experience working in a portfolio or investment management capacity.
- Demonstrable analytical skills and comfort working with financial data.
- Sound understanding of investment principles and risk management concepts.
- Ability to communicate complex information clearly and professionally.
- Organised, detail-focused approach to managing multiple portfolios and tasks.
Why Join?
- Opportunity to play a pivotal role in our client’s investment offering in Jersey.
- Work closely with a professional, collaborative team committed to high standards.
- Be part of a stable, permanent position with long-term career potential.
More information about this role is available upon request – contact the team today for further details.
