What is Investment Management?

Investment management is the process of professionally managing the various financial securities and assets belonging to an investor, for the purpose of earning maximum benefits. In an investment management role, you may be responsible for:


Maintaining up to date knowledge of the market and opportunities and challenges within these markets.


Working with clients to establish their risk tolerance and financial goals.


Determining the client’s portfolio of investments, monitor its performance and adjust as required to meet the client’s financial goals.

What Investment Management Job Opportunities Are There In Jersey?

Jersey is well placed to deliver international investment management services to the global investor community, from private individuals, family offices and trust companies, through to investment funds and institutional investors.

With opportunities in a variety of organisations, your career as an investment manager could see you provide research, manage portfolios, and highlight potential investment opportunities in a number of areas and countries including for:

  • Banks
  • Charitable Organisations
  • Real Estate
  • Funds
  • Wealth Management

Career opportunities in investment management include:

  • Investment Analyst
  • Corporate Investment Banker
  • Financial Analyst
  • Fund Manager
  • Portfolio Manager
  • Risk Manager
  • Asset Manager

What Skills Do I Need?

It’s not just about your qualifications but your interpersonal skills too. We asked finance firms in Jersey what skills they are most looking for when hiring investment managers and they responded:

  • Communication and soft skills
  • Teamwork skills
  • Numerical skills
  • Project and time management ability
  • The ability to research, analyse and evaluate
  • The ability to work under pressure, meet deadlines and multi-task in a fast-paced environment

Because the industry is so diverse, there are a wide range of professional qualifications that can be gained depending on which career path you choose.

These may include:

  • Relevant university degree
  • Chartered Institute of Securities and Investment (CISI) qualification
  • Relevant work experience

What Should I Do Next?

Business Directory ›

Interested in financial markets and building your analytical skills? Kick-start your career in investment management, you can find out more about the local firms currently offering investment management services on our business directory.