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    Investment Supervision Officer

    Are you looking to move into investments from a fiduciary? You will become part of a team navigating through changing financial and regulatory environments and be responsible for identifying areas of investment risk both at portfolio and business level.

    Main duties:

    • Acting as a gatekeeper and performance/risk analyst for all discretionary and advisory investment portfolios held within the Group
    • Assisting with producing portfolio analysis reporting, including written analysis of performance and risk results when required
    • Performing various administration tasks on a Group trust database system, creating and updating portfolio records and carrying out anomaly checking controls to ensure accuracy of data
    • Assisting in the due diligence review process in relation to new and existing firms, ensuring procedures are updated and loaded onto the intranet site accordingly
    • Collecting of fees and the process behind this

    Skills, knowledge and expertise required:

    • Solid understanding of financial markets and trust and company structures
    • High level of numeracy and attention to detail
    • Working knowledge of Microsoft Office, particularly Excel
    • Analytical mindset

    If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

    We are an equal opportunity employer and value diversity at all times.

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    Investment Supervision Officer
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