Key Duties and Responsibilities
Conduct periodic and ad-hoc investment monitoring reviews across discretionary, licensee-directed and member-directed portfolios
Identifying performance, risk, governance or structural issues and manage follow-up actions, including escalations where required
Monitor portfolios 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
Qualifications
Degree level qualification in Finance, Investment, Economic, Business or a related field
Advanced degrees such as CFA, MBA are desirable