Manager, Investment Monitoring

Our client is seeking a Manager, Investments Monitoring!

The role primarily involves monitoring and reviewing investment portfolios and assessing and advising on investment managers. It incorporates assisting in the development of the processes and service offered by the Investment Monitoring Team to the Group’s various private client teams, as well as ensuring that the services meet the needs of each jurisdiction and that appropriate data and reporting is provided to the local Investment Committees and Boards.

Requirements:

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

For more information, please contact Stu Wheeldon on 01534 707816 or email your CV to jobs@excel-recruitment.com

Location: 
Jersey
Type: 
Permanent
Discipline: 
Investments
Job Posted: 
Mon, 08 Dec 2025
Closing Date: 
Sun, 08 Mar 2026
Reference: 
13009

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