Senior Investment Monitoring Officer

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