Salary: Market Related Job Type: Permanent Sectors: Insurance Finance Reference: SW006336/AM Job Type: Permanent Sectors: Insurance Finance Reference: SW006336/AM Sectors: Insurance Finance Reference: SW006336/AM Reference: SW006336/AM
Vacancy DetailsEmployer: Helderberg Personnel cc
A well established international financial services concern with offices in Somerset West is seeking a Senior Investment Monitoring Officer who will be responsible for overseeing the monitoring, governance, and review of investment arrangements across pension and trust structures administered by the business. The role ensures that portfolios, investment managers, and investment structures remain aligned with regulatory requirements, governance standards, and internal investment monitoring frameworks.
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 requiredMonitor portfolios asset allocation and suitability, including cash levels and risk alignmentReview non-standard and complex investments for permissibility and suitabilitySupport investment governance through maintenance of policies, procedures, benchmarks and monitoring frameworks. Undertake corporate pension and fund reviews, including fund analysis, platform assessments and recommendationsMonitor 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 businessCompetencies 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 judgementConfident communicator, able to engage with internal committees, clients and external stakeholdersHighly organised, detail-focuses and committed to strong governance and risk management Qualifications Degree level qualification in Finance, Investment, Economic, Business or a related fieldAdvanced degrees such as CFA, MBA are desirable
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