Senior Investment Monitoring Officer

SUMMARY:
The Senior Investment Monitoring Officer is responsible for overseeing the monitoring, governance, and review of investment arrangements across pension & trust structures administered by the business.

POSITION INFO:

The role ensures that portfolio’s, 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.