Financial Portfolio Manager
1 month ago
We are seeking a skilled Financial Portfolio Manager to join our team at Apex Group. As a key member of our organization, you will be responsible for managing client portfolios, including administration and company secretarial matters.
Key Responsibilities- Manage and supervise administrators and trainee administrators who would typically be studying towards professional qualifications.
- Prepare and implement client-specific procedures in relation to administration and reporting requirements for each entity.
- Assist accountants with planning and coordination of audits, cash management, and review of bank payments.
- Lead the transaction management process for transactions such as series issuances, structured finance, and listed debt structures.
To be successful in this role, you will require:
- A professional ICSA qualification or equivalent.
- A minimum of 5 years' experience in the finance industry.
- Excellent communication and organization skills.
The salary range for this position is approximately £60,000 - £80,000 per annum, depending on experience. If you are a motivated and experienced financial professional looking to take your career to the next level, we encourage you to apply.
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Executive Portfolio Manager
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Portfolio Manager
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Trust Portfolio Manager
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Trust Portfolio Manager
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Trust Portfolio Administrator
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Financial Manager for Debt Fund Portfolio
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Administrative Portfolio Manager
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Senior Portfolio Manager
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Trust Portfolio Administrator
1 month ago
Saint Helier, United Kingdom Apex Group Full timeApex Group is looking for an experienced Trust Portfolio Administrator to join their team. This role involves providing administrative support and relationship management to a portfolio of clients. The successful candidate will work closely with a Manager to deliver high-quality services to all customers within the portfolio.The RoleThe main responsibilities...
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Senior Portfolio Manager
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Saint Helier, United Kingdom Apex Group Full timeWe are seeking a seasoned Senior Trust Manager to oversee the administration of complex private client portfolios within our Family Office. This role offers an exciting opportunity to work with a team of professionals in a fast-paced environment, overseeing the management and development of Administrators.Key Responsibilities:Own and manage a portfolio of...
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Manager - Private Equity
7 months ago
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Manager - Debt Accounting
7 months ago
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Assistant Manager
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Manager - Corporate Services
7 months ago
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Senior Financial Management Specialist
1 month ago
Saint Helier, United Kingdom LV Group Full timeAbout LV GroupLV Group is a leading organization that values excellence in financial management. Our team is dedicated to providing top-notch services and support to ensure the success of our subsidiary companies.
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Corporate Services Director
1 month ago
Saint Helier, United Kingdom Apex Group Full timeRole Description:The Manager of Secretarial Services will oversee a busy team delivering company secretarial, administration, and financial reporting services to a portfolio of funds and corporate structures. This includes managing client and intermediary relationships. Key responsibilities include:Managing a team with varied experience levelsOwning client...
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Debt Accounting Specialist
1 month ago
Saint Helier, United Kingdom Apex Group Full timeJob Description:Apex Group is seeking a highly skilled Financial Reporting Manager - Debt Fund to join our team. The successful candidate will be responsible for assisting in the development of our debt fund team and managing a portfolio of clients.Key Responsibilities:Joint responsibility for assisting in the development of the debt fund team and for the...
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Accounting Assistant Manager
7 months ago
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Accounting Manager Position
2 months ago
Saint Helier, United Kingdom Apex Group Full timeApex Group is seeking an accounting professional to lead client relationships and provide day-to-day fund accounting and financial reporting services to a portfolio of Private Equity clients and structures.Key ResponsibilitiesLead client relationships from an accounting perspective and be the primary point of contact for all accounting queriesProvide fund...