Senior Investment Monitoring Officer

SUMMARY:
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.

POSITION INFO:
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

• 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-focuses and committed to strong governance and risk management

• Degree level qualification in Finance, Investment, Economic, Business or a related field
• Advanced degrees such as CFA, MBA are desirable