Senior Investment Manager – Single Family Office – Jersey, Channel Islands

  • Are you an Experienced Investment Management professional looking to escape the growing complications of managing a client book to focus on investing?
  • Do you have a detailed understanding of / interest in Fixed Income products?
  • Are you ready to join a business with a long term attitude, a stable investment thesis and develop your returns as opposed to driving new sales / KPIs from your client book?
  • Want to work with a respectful team which recognises the need for Work Life Balance?

Company

OFC Partners are pleased to be working with a significant Single Family Office (assets in excess of £1 billion) which has a well established team in St Helier, Jersey. They are looking to hire a Senior Investment Manager to take ownership of their Fixed Income strategy which forms a significant portion of their asset allocation.

Role

  • Invest in financial products such as fixed-income securities, shares and commodities;
  • Closely monitor the credit risks inherent in the portfolio;
  • Ensure that the portfolio composition is in line with the mandate;
  • Deliver an appropriate level of risk-adjusted return, with minimal capital drawdowns;
  • Build and maintain good relations with financial service providers and banks;
  • Ensure that the management costs (both direct and indirect) are relatively low;
  • Work closely together with the other Senior Investment Manager (focussed on a different asset class);
  • Supervise the Investment Analyst.

 

  • Advise the board of directors, holders of Ordinary Shares and limited Fund partners regarding the performance of the portfolio and the general market environment;
  • Periodically draw up investment mandate proposals for approval by the board of directors, holders of Ordinary Shares and limited Fund partners;
  • Advise the board of directors and holders of Ordinary Shares and limited Fund partners on future investment policy.

You

  • Identify critical situations in a timely manner and identify an appropriate response.
    • Respond to critical situations in a timely manner;
    • Prevent matters from getting out of hand by taking timely action;
    • Think ahead and assess required actions.
  • Building frameworks/models and formulating ideas based on complex information.
    • Devise different scenarios based on the same data;
    • Devise solutions for complex situations;
    • Think outside the box;
    • Arrive at new scenarios when data and/or circumstances change.

 

  • Be aware of socio-political developments or other external influences .
    • Be familiar with external developments relevant to the area of work;
    • Integrate political and/or social developments in everyday activities;
    • Know the trends and developments on the market and their impact on the portfolio/organisation.
  • Balancing data and possible actions to arrive at realistic assessments.
    • Have holistic overview and distinguish main points from minor points;
    • Balance data and possible actions against each other;
    • Have strong analytical skills and arrives at realistic assessments;
    • Assess problems from all angles.
  • Develop and consolidate relations and alliances inside and outside the organization, using them to obtain information, support and cooperation.
    • Make and maintain contacts with persons and organizations important to their position;
    • Find the right people to get support and cooperation;
    • Use network to achieve goals in a timely manner.

Requirements:

  • At least ten years of relevant, hands-on work experience managing a portfolio of an institutional scope;
  • Specialist knowledge of investment grade global fixed income or specialism in EUR and USD markets;
  • Experienced asset allocator or contributor to asset allocation decisions;
  • Knowledge of the following investment instruments: shares, ETFs, and futures;
  • High level of professional and intellectual ability, financial management training;
  • Excellent knowledge of and experience with Bloomberg and other financial and investment software;
  • Extensive experience with quantitative analysis models and model driven investment processes;
  • Strategic thinker capable of critically evaluating stakeholder value;
  • Team player, happy to work closely with others as part of a small, focussed team;
  • Good oral and written skills;
  • Strong presentation skills;
  • Excellent command of the English language.

 

To apply for this job email your details to doug.newman@ofcpartners.com.