The team within our clients Investment Consulting Services (ICS) is at the forefront of providing "practical investment analysis" on behalf of their Clients trusts and a rapidly growing number of private clients & intermediaries. The information provided via their "Performance Monitoring Service" (PMS) provides the foundation for most of the analysis that's undertaken within ICS and a team of committed individuals undertake several behind the scene tasks to ensure that the published results are both accurate and updated in a timely manner.

The ability to work under pressure with accuracy is vital and regular dialogue with all levels of  staff and external investment managers is commonplace. The individual concerned will also be joining ICS during a period of ongoing development in relation to how they report to existing clients as well as those now being attracted via the firm’s external private client wealth management initiatives.

The successful candidate will join a small & hard working team who have responsibility for the day to day running of the Performance Monitoring Service and the associated records which need to be maintained. Previous investment experience is therefore desirable but not essential.

Duties to include

• Set up and maintenance of client details and portfolios included on the various in-house databases
• Liaison with investment managers
• Liaising with other departments within the Bank
• Up dating client information with regard to portfolio values and cash movements
• Checking of calculated return values against portfolio benchmarks
• Quality control, printing, review and distribution of Portfolio Analysis Reports
• Dealing with PMS & other investment queries from client handlers
  

Key skills required

Numerate

• Computer literate with good spreadsheet experience
• Excellent team player
• Good communication skills both oral and written
• Attention to detail
• Ability to work to tight deadlines
• Ability to maintain accuracy under pressure
• Constructive approach to problem solving
• Experience with the SAS Profiler Suite of software would be advantageous

A background in either securities, fund administration or investment support would be ideal for the role.  Depending on candidates experience they may be expected to study towards an investment qualification.

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Quote reference number: 1055