Description: 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. Requirements: Ideally a degree level qualification in finance, investment, economics, business, or a related field. Advanced degrees (CFA, MBA) are desirable. Grade 12 Prior experience in similar role. 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. Working Hours: Typically between 08:00 - 16:30 Please note only candidates that meet the minimum requirements will be considered. Please follow our website and social media channels to be the first to know when our clients have new vacancies!
Senior Investment Monitoring Officer - Somerset West
THE TALENT ROOM
somerset west, somerset west
Published 10 days ago
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