Senior Officer, Funds & Institutional
Core
Lead administration of institutional client portfolios, ensuring high-quality service, operational efficiency, and compliance within the investment sector.
Role type
Senior Funds & Institutional Officer (Investor Services)
Builds
Institutional client portfolios
Domain
Investment sector, Fund Administration, Jersey Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Fund administration, Fund structures, Jersey finance regulations, Taxation principles, Client relationship management, Team mentorship, Authorised signatory duties, Microsoft tools (Excel, Outlook, Word), Analytical skills, Numerical skills
Preferred skills
ICSA qualification, Active CPD, Knowledge of fund services business duties
Responsibilities
Lead by example delivering exceptional client service and driving operational efficiency; Support and mentor junior team members; Take ownership of client relationships and manage correspondence; Maintain technical knowledge of fund structures, laws, and taxation; Collaborate across teams and act as an authorised signatory.
Seniority
Senior, hands-on IC with mentorship duties
