Investment Assistant
Capital International (Jersey Limited) is excited to announce an opportunity to join our dynamic investment management team as an Investment Assistant. This role offers the perfect opportunity to kick-start your career in client and investment management, providing hands-on experience of vital functions such as our oversight investment service, ongoing case maintenance, and general administrative tasks in support of both our operations and investment teams. With exposure to a broad spectrum of investment management responsibilities and ample scope for professional growth, this position is ideal for candidates eager to launch a successful and rewarding career in the industry.
What you’ll do:
Investment oversight service
1. Maintaining the schedule of cases and ensuring reporting is delivered in a timely manner
2. Establishing client structure in a core investment system (Tercero)
3. Monitoring receipt of relevant periodic reporting data from underlying asset managers
4. Coordinating relevant security set ups
5. Running and auditing performance
6. Generating reports and doing an initial review
7. Collaborating with our lead relationship manager to solve any problems that arise
8. Review of routines to maximise efficiencies, through use of in-house systems
9. Drafting thoughtful and tailored commentary for review by relationship manager
Assist the broader team with general aspects of administration, including:
10. Data collation for regulatory reporting
11. Operational support for middle office and investment team
12. Assisting the investment team with quarter end reporting processes for clients
13. Fund and strategy fact sheet preparation
14. Collating and sending performance data to external gatekeepers
Perform a variety of client focused administrative tasks
15. Assist with various Anti-Money Laundering (AML) tasks which will include scheduled periodic file reviews for clients & intermediaries
16. Investigate unexplained client transactions and manage daily exception reporting
17. Document and track client-related actions
18. Communicate with clients to request important documentation
19. Ensure record keeping and data integrity is up to date and accurate
What you’ll need to succeed:
20. An interpersonal approach - Build effective relationships with clients and colleagues, fostering collaboration and trust
21. Strong organisational skills - Keep meticulous records and ensure systems and processes operate seamlessly
22. Keen eye for detail - Maintain a sharp focus when reviewing documents and completing tasks to ensure precision and accuracy
23. Effective time management - Prioritise tasks effectively and manage deadlines efficiently in a dynamic environment
24. Clear communicator - Deliver information precisely, both in writing and verbally, adapting your approach to suit different audiences
25. Collaborative team player - Be a reliable and supportive member of the team, willing to share ideas and work together to achieve goals
26. Technological proficiency - Comfortable with MS Office, particularly Excel; training will be provided where needed to enhance your technical skills
At all times the Groups values should be at the heart of everything and consistency of evidence of adherence to the values will be a key aspect of the role.
Excellence - Strive for accuracy and consistency, ensuring every task is completed to the highest standard with a commitment to delivering exceptional client service.
Integrity - Uphold ethical principles by always doing the right thing, working collaboratively with the team, and contributing to a culture of trust and transparency.
Innovation - Approach tasks with curiosity and creativity, proactively identifying opportunities to improve processes, enhance efficiency, and implement fresh ideas.
Who we are
At Capital International, we're more than just a company; we're a vibrant team of innovators dedicated to putting our clients at the centre of everything we do. From a small investment firm established in 1996 in the Isle of Man, we've evolved into a dynamic global team of over 260 professionals based in the Isle of Man, South Africa and Jersey, all united by a shared vision. Our significant growth over the past two decades has not dulled our commitment to the family values that were woven into our foundation. Embracing a culture of Innovation, Integrity, and Excellence, we empower our team members to think creatively and push boundaries in everything they do. Join us, and be part of a forward-thinking environment where your ideas can thrive and make a real impact in propelling us forward.
Our promise to you
At Capital, we invest wholeheartedly in our people, offering not just competitive salaries but a comprehensive range of benefits that prioritise your well-being and career advancement. Enjoy the peace of mind that comes with private health care and life insurance, while our flexible working hours ensure you achieve the perfect work-life balance. Our pension scheme, alongside volunteering opportunities for those keen to give back, reflects our commitment to your future and our community.
We believe in empowering our team members to take charge of their growth. That’s why we provide extensive training and development programmes designed to help you drive your career forward and hone your leadership skills. Moreover, you’ll have unique access to our innovative products, allowing you to engage fully with your professional environment.
If our benefits resonate with you, you’ll also appreciate the positive and supportive atmosphere created by our welcoming colleagues. At Capital, we cultivate a culture built on trust and open communication, where collaboration is key, and every achievement is celebrated. Join us and contribute to a team that strives for excellence and values your unique insights and contributions.
27. Transparent Communication: Embrace open dialogue and transparency. Your voice matters!
28. Excellence Commitment: Keep promises, deliver quality work, and take ownership.
29. Respectful Collaboration: Value diverse perspectives through constructive discussions.
30. Result Recognition: Celebrate success and take pride in your impact.
31. Team Synergy: Stand by your decisions, support your team, and take pride in our collective achievements.