The role ensures that portfolios, investment managers, and investment structures remain aligned with regulatory requirements, governance standards, and internal investment monitoring frameworks. Duties & Responsibilities: Conduct periodic and ad-hoc investment monitoring reviews across discretionary, licensee-directed and member-directed portfolios. Identify performance, risk, governance or structural issues and manage follow-up actions including escalation where required. Monitor portfolio asset allocation and suitability, including cash levels and risk alignment. Review non-standard and complex investments for permissibility and suitability. Support investment governance through maintenance of policies, procedures, benchmarks and monitoring frameworks. Undertake corporate pension and fund reviews, including fund analysis, platform assessments and recommendations. Monitor investment service providers, assessing performance, operational risk and service quality. Prepare analysis and recommendations for the Investment Committee and attend client, adviser and trustee meetings where required. Act as a B-signatory and provide technical investment support across the business. Competencies: Strong experience in investment monitoring, portfolio oversight or investment governance. Sound understanding of pensions, trust structures and relevant regulatory and fiduciary requirements. Proven ability to analyse complex investment information and exercise sound judgement. Confident communicator, able to engage with internal committees, clients and external stakeholders. Highly organised, detail-focused and committed to strong governance and risk management. Qualifications: Ideally a degree level qualification in Finance, Investment, Economics, Business or a related field. Advanced degrees (CFA, MBA) are desirable.
Senior Investment Monitoring Officer
J.A.Z RECRUITMENT
somerset west, western cape, somerset west, western cape
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