Financial Portfolio Manager

1 month ago


Saint Helier, United Kingdom Apex Group Full time
About the Role

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.
Requirements

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.
Additional Information

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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