Senior Investment Monitoring Officer
Core
Overseeing monitoring, governance, and review of investment arrangements across pension and trust structures to ensure alignment with regulatory requirements and internal frameworks.
Role type
Senior Investment Monitoring Officer
Builds
Investment governance frameworks, portfolio analysis, and recommendations for the Investment Committee
Domain
Pension funds, Trust structures, Investment management
Deliverable
dashboards & analysis
Required skills
Investment monitoring, Portfolio oversight, Investment governance, Regulatory compliance, Risk analysis, Fund analysis
Preferred skills
CFA, MBA, Complex investment analysis
Technologies
N/A
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; 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; Act as a B-signatory and provide technical investment support across the business.