Investment Partnership Relationship Analyst

Key Work Level Accountabilities

• Oversee contractual arrangements with investment partners, DFMs and bond providers
• Lead commercial governance of investment partner relationships
• Review and approve non‑standard investment assets prior to onboarding
• Monitor delivery against onboarding commitments and expected platform flows
• Maintain effective oversight of AML and due diligence activities relating to offshore assets
• Ensure investment partner relationships support good customer outcomes and platform strategy
• Maintain audit‑ready evidence of onboarding decisions, monitoring activities and relationship governance
• Provide challenge and escalation where contractual expectations or commercial assumptions are not being met

• Act as relationship lead for DFMs, fund managers and bond providers
• Maintain regular governance and relationship reviews with investment partners
• Monitor service quality and responsiveness of investment partners
• Escalate relationship concerns and drive resolution activities
• Ensure investment partnerships remain aligned to strategic objectives

• Own oversight of contractual agreements and amendments relating to investment partnerships
• Lead review and challenge of contractual changes
• Coordinate with Legal and Procurement on contract updates
• Ensure contractual obligations, service expectations and commercial arrangements remain appropriate
• Maintain contractual inventories and governance records
• Review onboarding recommendations provided by SS&C
• Approve onboarding of non‑standard assets prior to implementation
• Ensure proposed assets align with platform onboarding criteria and risk appetite
• Challenge onboarding proposals where asset suitability is unclear
• Maintain evidence of onboarding decisions and approvals
• Monitor funds introduced onto the platform through investment partnerships
• Track actual flows against onboarding assumptions and expected commercial benefits
• Challenge investment partners where anticipated flows do not materialise
• Conduct periodic reviews of under‑utilised or dormant assets
• Recommend asset off‑boarding where there is insufficient justification for continued platform support
• Escalate material commercial or proposition concerns
• Review AML and due diligence documentation relating to offshore assets and investment partners
• Ensure documentation is complete and meets internal standards
• Challenge deficiencies and coordinate remediation
• Support compliance with platform onboarding requirements and TPRM expectations
• Maintain oversight records and approval evidence

• Oversee receipt and review of EMT information
• Escalate data quality issues and tolerance breaches
• Support fair value assessments and associated reporting requirements
• Ensure investment partner information remains accurate and complete
• Produce relationship and commercial oversight MI
• Maintain onboarding, relationship and monitoring dashboards
• Present relationship updates to governance forums
• Track actions and remediation activities through to completion
• Escalate emerging commercial, operational or customer outcome risks

• Ensure investment partnerships support delivery of good customer outcomes
• Consider customer value and suitability when reviewing onboarding proposals
• Escalate risks arising from poor asset performance, lack of utilisation or inadequate partner support
• Support fair value assessments through effective oversight of partner relationships and data quality
• Ensure customer impact is considered during onboarding and off‑boarding decisions

• Maintain onboarding approval records
• Maintain contractual amendment and governance logs
• Maintain fund monitoring and utilisation reviews
• Maintain AML and due diligence review evidence
• Maintain relationship governance packs and meeting records
• Maintain documented challenge and escalation outcomes
• Ensure all records are audit and regulator ready

• Investment platforms and investment operations
• Fund onboarding processes
• Fund manager, DFM and bond‑provider operating models
• Third Party Risk…