Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.

Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people.

Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued.

Be heard. Be part of the Praxis Group.

Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of international clients across all asset classes.

Job summary:

The role primarily involves monitoring and reviewing investment portfolios and assessing and advising on investment managers. It incorporates assisting in the development of the processes and service offered by the Investment Monitoring Team to the Group’s various private client teams, as well as ensuring that the services meet the needs of each jurisdiction and that appropriate data and reporting is provided to the local Investment Committees and Boards.

Job accountabilities:

• Identifying and managing risk associated with client investments
• Prepare ongoing investment reviews and client reporting
• Liaising with the Group’s appointed performance reporting provider
• Attend manager and client meetings where appropriate
• Supporting client teams with investment various related equities
• Participating in Investment Committees and assisting with Board and Committee reporting
• Management of the process of assessing and approving investment managers, including meeting with managers and analysing performance data
• Advising on investment manager selection and suitability, as well as arranging and assessing investment proposals

Minimum education and experience

• Level 4 investment qualification
• Minimum 7 years of experience in investment management-related role or private banking role

Required skills

• Good analytical and written communication skills
• Advanced Excel skills
• Good interpersonal and organisational skills

Additional information

In addition, all our team members are expected to be committed to our core values:

• We inspire
• We listen
• We trust
• We succeed together

To apply

We encourage you to apply well in advance of the deadline and if you are successful, we will meet with you as soon as possible.

Our Commitment to Diversity

We want you to bring your full self to work and maximise your potential. Praxis Group is a place where everyone can thrive, whatever their gender, ethnicity, disability, sexual orientation, and socio-economic background.