Investment Middle Office Leader – Portfolio Management – Single Family Office

Investment Middle Office Leader – Portfolio Management – Single Family Office

Are you a Treasury, Investment or Middle Office professional looking to break away from a large corporate?

Do you have a passion for numbers and a deep understanding of financial markets and instruments?

Want to work in an entrepreneurial environment alongside an exceptional CIO, trading across a wide range of asset classes including stocks, bonds, FX spots, swaps, options, futures, and even digital assets?

If you’re looking for a role that’s a true ‘get-up-and-do’ challenge with a great deal of responsibility, this is the opportunity for you!

About the Role

This is an exciting position for an experienced, detail-oriented investment / middle office / treasury professional who’s ready to make an impact. You will be owning the middle office of a significant Single Family Office, where accuracy and precision in handling transactions and managing cash flows are key. Your role will require you to think quickly, understand transactions at speed, and ensure the accurate flow of assets and cash.

With Jersey losing roles like this to the UK, this position offers a chance to be part of a local single family office with a strong track record and exciting growth ahead. This is not a role for someone too junior; we need a candidate who is highly intelligent, comfortable with numbers, and understands financial instruments, settlements, and markets.

Key Responsibilities:

• Trade across a wide range of asset classes including stocks, bonds, FX spots, swaps, options, futures, and even digital assets.
• Manage investment portfolios with meticulous attention to detail, ensuring cash and assets are where they need to be at the right time.
• Coordinate monthly and quarterly investment reports, ensuring accuracy for the investment oversight committees and board meetings.
• Manage treasury activities, understanding and anticipating cash flow requirements across the group and ensuring funds are maturing on time.
• Support project developments, working with internal teams, consultants, and lawyers to spearhead key initiatives

What We’re Looking For:

• A strong numerical background and the ability to analyse investment portfolios with a sharp eye for detail.
• The ability to think quickly and understand complex transactions with ease.
• Solid understanding of financial instruments and their settlements—stocks, bonds, options, swaps, and digital assets.
• A true “doer” who thrives in a technical, detail-focused environment.
• Someone who can juggle multiple tasks and bring different teams together to execute a unified strategy.

About You:

• Competent and investment-savvy—your understanding of financial instruments and settlements will be vital to the role.
• Comfortable with numbers—you’ll be managing complex reports and portfolios, and need to ensure their accuracy.
• Detail-oriented—you thrive when it comes to ensuring everything is in place and functioning at its best.

Why Join Us:

• Competitive salary, depending on experience
• Strong Bonus potential
• Work in an environment that values working collaboratively and flexibly in a strong team dynamic.

If you’re highly intelligent, comfortable with numbers, and enjoy being at the heart of financial decision-making, we’d love to hear from you.

Apply now and be responsible for all things middle office —making sure all assets and cash are in their rightful place!