Manager, Funds & Institutional
Core
Manage high-value client portfolios, ensuring KPIs are met through effective capital management, P&L control, and revenue target achievement.
Role type
Manager, Funds & Institutional Services
Builds
Client portfolio performance and new business generation via intermediary relationships
Domain
Jersey financial services / Fund administration
Deliverable
client delivery
Required skills
P&L management, capital management, regulatory impact assessment, intermediary relationship management, complex transaction execution, fund legal document analysis, risk awareness
Preferred skills
ICSA or CGI qualification, 7+ years industry experience, knowledge of Jersey financial services, understanding of fund/company legal documents
Responsibilities
Manage client portfolio KPIs and commercial objectives, support impact/risk assessment for regulatory changes, develop relationships with intermediaries to generate new business, provide technical support to Client Administration Teams
Seniority
Manager, hands-on leadership