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Fiduciary Investment Manager

Date Posted
17th May 2017
Banking & Financial Services
Job Type
Not Disclosed

Job Summary

This position reports to the Managing Director, Butterfield Trust and is responsible for conducting performance analysis of Butterfield Trust accounts.

Job Description

The incumbent will also be responsible for assisting in the development and implementation of a number of new initiatives and fund strategies.

Your responsibilities will include:

  • reviewing trust account investment performance with regard to all asset classes 
  • conducting performance reviews and providing recommendations on strategy 
  • providing recommendations on trust investment goals & objectives relative to trust investment account structures 
  • ensuring all performance reviews and recommendations are fully documented and monitored 
  • assisting in the development and implementation of new initiatives and fund strategies within the department 

Your experience/skills may include:

  • university degree in Business, Finance or Economics with a minimum of seven years’ experience in the investment field 
  • professional qualification, preferably CFA 
  • STEP designation would be an asset 
  • strong analytical and evaluation skills 
  • knowledge of accounting and financial practices and procedures 
  • knowledge of Bloomberg (and Bloomberg API) an asset 
  • mature and highly motivated with excellent interpersonal and communication skills 
  • proficient in Microsoft Office suite of applications 

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