121 Private Banking jobs in Saint Helier

Analyst, Portfolio Management

Location: London Knightsbridge, 5 days a week

Reporting to: Calum Hulme - Managing Director – Investor Relations

About the Role

This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development.

We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment.

Key Responsibilities:

Investor Relations

• Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings.
• Manage relationships with lenders, providing updates and analysis as required.

Investor Reporting

• Prepare quarterly written investment updates on asset business plans.
• Produce quarterly market updates covering capital markets and relevant property market activity.

Fund & Portfolio Management

• Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions.
• Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns.
• Identify and evaluate value-add initiatives, such as asset restructuring opportunities.
• Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models.
• Drive operational improvements, including the use of AI to enhance reconciliations and reporting.

Corporate Development

• Support fundraising efforts for new discretionary funds and separate accounts.
• Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations.
• Review acquisition materials and cash flow models with the deal team.

Key Skills & Experience:

• Minimum of three years experience in commercial real estate / private equity
• Strong financial acumen and analytical skills.
• Excellent written and verbal communication skills.
• Proficiency in Excel and financial modelling.
• Problem-solving mindset with the ability to think logically and commercially.
• Ability to work autonomously and manage multiple priorities in a fast-moving environment.
• Flexibility and adaptability to support various business needs as required.
• Strong attention to detail and a proactive approach to learning and development.

Summary:

This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply.

Benefits:

• 25 days holiday + bank holidays
• PMI and Healthcare Cash Plan
• 5% Company Pension Contribution
• 3x Life Assurance
• Cycle to work scheme
• Discretionary bonus

Interview Process:

• 1st Stage screening call with TA
• Modelling test
• 2nd stage Interview with Hiring Manager
• Final stage Interview with Board

Company Values:

• Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards

• Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame

• Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions

• Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential

• Action This Day | We never put off anything until tomorrow that can be done today

Agency Notice

We do not accept speculative CVs or introductions from recruitment agencies. Any CVs submitted without prior agreement from a member of our HR or Talent Acquisition team will be treated as unsolicited, and Praxis will not be liable for any associated fees or introductions. Agencies must have explicit, written instruction to work on a specific role before submitting candidates.

£24,000 + Benefits

Are you a detail-driven Financial Services Administrator looking to develop your career within a respected, client-focused wealth management practice?

This is a fantastic opportunity to join a well-established and growing business that represents a leading FTSE 100 brand. You'll play a key role in supporting Advisers and ensuring the smooth running of client servicing, all within a friendly and professional environment that encourages personal growth and professional qualifications.

As Financial Services Administrator, you'll be the first point of contact for clients and support the Advisers in delivering an exceptional service.

Key Responsibilities

• Managing adviser diaries, arranging and preparing for client meetings, and coordinating follow-up actions
• Liaising with providers and SJP administration centres to obtain information and process documentation
• Preparing meeting packs, letters of authority, and compliance documentation
• Maintaining accurate client records and CRM data
• Assisting with business submissions and supporting the paraplanning process
• Preparing client financial review documents and presentation materials

You'll also have the opportunity to follow an in-house training programme with full study support provided to help you progress your career in financial services.

Skills & Experience

• Previous experience within financial services administration or a similar role
• Highly organised with excellent attention to detail
• Confident communicator with strong client-service skills
• Able to work effectively in a fast-paced, professional environment
• Ambitious and keen to develop through further study and training

This is a superb opportunity to build your career with a trusted, professional and growing wealth management practice that truly values its people and clients alike.

£24,000 + Benefits

Are you a detail-driven Financial Services Administrator looking to develop your career within a respected, client-focused wealth management practice?

This is a fantastic opportunity to join a well-established and growing business that represents a leading FTSE 100 brand. You'll play a key role in supporting Advisers and ensuring the smooth running of client servicing, all within a friendly and professional environment that encourages personal growth and professional qualifications.

As Financial Services Administrator, you'll be the first point of contact for clients and support the Advisers in delivering an exceptional service.

Key Responsibilities

• Managing adviser diaries, arranging and preparing for client meetings, and coordinating follow-up actions
• Liaising with providers and SJP administration centres to obtain information and process documentation
• Preparing meeting packs, letters of authority, and compliance documentation
• Maintaining accurate client records and CRM data
• Assisting with business submissions and supporting the paraplanning process
• Preparing client financial review documents and presentation materials

You'll also have the opportunity to follow an in-house training programme with full study support provided to help you progress your career in financial services.

Skills & Experience

• Previous experience within financial services administration or a similar role
• Highly organised with excellent attention to detail
• Confident communicator with strong client-service skills
• Able to work effectively in a fast-paced, professional environment
• Ambitious and keen to develop through further study and training

This is a superb opportunity to build your career with a trusted, professional and growing wealth management practice that truly values its people and clients alike.

• Provide expert legal advice across mortgage, consumer lending, regulatory compliance, property, commercial contracts, data protection, corporate, and employment matters
• Support the business by drafting, reviewing, and negotiating a wide range of commercial agreements and legal documentation
• Work closely with internal stakeholders to manage legal risks and ensure compliance with regulatory frameworks
• Interpret and communicate complex legal and regulatory issues clearly to business teams
• Stay updated on evolving legislation, ensuring the company’s legal practices remain compliant and ahead of risk

• Qualified solicitor in England & Wales with at least 4 years PQE, ideally with experience in mortgage/consumer lending and financial services regulation
• Exceptional communication, interpersonal, and negotiation skills with a strong commercial mindset
• Proven ability to manage a diverse workload independently while collaborating effectively within a team
• Experience gained in a reputable law firm and/or challenging in-house legal environment

RCQ Associates is an internationally renowned, niche headhunting firm, focused on connecting outstanding global talent within financial markets. We were established in 2015 by Edward James, a globally acclaimed headhunting professional with 20 years’ experience. We are internationally renowned as a researcher and headhunting specialist within the Financial Markets space and our experts have successfully completed mandates at all levels of seniority, including at board level.

We are now seeking a bright individual with a strong work ethic, a research mindset, and excellent communication skills to join our small growing team. In this role, you will focus on UK and European hiring needs, working with leading international banks and investors. You must have a strong work ethic, and in return you would expect on target earnings after 18 months to be above £100k.

The role:

• You will be focused on researching, identifying, and attracting international specialists for open roles in Europe. The right candidate will be creative in their approach to business development, and should be excited to build a network outside of our existing contacts.

• The role will be mainly office based in Richmond (South West London), with a significant period of time spent networking and researching existing databases for individuals with experience matching current requirements.

• You will be required to speak with contacts at all levels throughout the day, mainly over the phone but also where possible and relevant, in person. Typically, these contacts will very bright and have a Master’s degree or a PhD and be at mid or senior level.

• One you have gained an understanding of the technical aspects of this sector, you will have the opportunity to develop the business area and gain new clients for your business area. We offer a structured promotion plan and are looking for people to grow with the business. In depth on the desk training will be provided.

The key traits we are seeking:

• As a bright individual, you will have the ability to pick up technical concepts. We are ideally seeking graduates with an excellent academic background and evidence of research experience, ideally with some work experience.

• Trustworthy and diligent. We are proud of our reputation as a trusted advisor to all of our contacts. We are not looking for someone with a sales mindset but focus on those who can add value and strive to go the extra mile in a consultative and value-added manner.

• Self-motivated and ambitious, with the desire to excel.

• Strong communication skills both in person and particularly given our international client base, you must be happy conversing on the phone with highly intelligent individuals where English is not always their first language.

• You must consider yourself to be well organised and have strong attention to detail.

• Flexibility to work with people in other time zones who may require communicating with outside of usual office hours.

• Conduct thorough analysis of client business operations, identifying areas for improvement and strategic enhancement.
• Develop and present comprehensive strategic recommendations, business cases, and implementation plans to senior client stakeholders.
• Lead and manage consulting project teams, ensuring timely and high-quality delivery of engagements.
• Drive client engagement through effective communication, stakeholder management, and problem-solving.
• Contribute to the development of intellectual capital and best practices within the firm's Financial Services practice.
• Collaborate with subject matter experts across various domains to deliver integrated solutions.
• Support business development activities, including proposal writing and client relationship building.
• Mentor and coach junior consultants, fostering their professional growth.
• Stay current with industry trends, regulatory changes, and emerging technologies impacting the financial services landscape.
• Ensure adherence to firm standards and methodologies throughout project lifecycles.

• Master's degree in Business Administration (MBA), Finance, Economics, or a related field.
• Minimum of 5 years of progressive experience in management consulting, specifically within the financial services industry (banking, insurance, asset management).
• Proven track record of successfully leading complex consulting projects from inception to completion.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly and persuasively.
• Demonstrated ability to build and maintain strong client relationships.
• Experience with financial modeling, market analysis, and strategic planning frameworks.
• Proficiency in project management methodologies and tools.
• Ability to work effectively in both team environments and independently.
• Willingness to travel to client sites as required for in-person engagements.