Investment Officer, Collective Trusts

Job Summary

A company is looking for an Investment Officer, Alternative Collective Investment Trusts (Remote).

Key Responsibilities

• Oversee investment advisors and collective investment trusts, ensuring compliance with investment guidelines
• Conduct operational due diligence and daily reviews of portfolio holdings data
• Maintain organized records and prepare materials for trust investment committee meetings

Required Qualifications

• B.S/B.A. in Business or related field or equivalent work experience
• Minimum of 8 years of relevant work experience in Asset Management or Banking
• Understanding of collective investment trusts and private market investments
• Experience with operational due diligence and investment guideline compliance
• Proficiency in Microsoft Excel and ability to work under pressure