Northern LGPS - Senior Investment Officer

Senior Investment Officer

Support the day-to-day operation of Northern LGPS’s investment activity, developing broad experience across settlements, custody, corporate actions and investment operations.

Northern LGPS is entering an important period of development, creating an FCA authorised investment management company and establishing the leadership, governance and operating capabilities required for the future.

As Senior Investment Officer, you’ll support the administration and financial servicing of UK and overseas investment assets managed for Northern’s partner funds. Working within Investment Operations, you’ll help investment activity move efficiently from trade through to settlement, maintaining accurate records, monitoring transactions and supporting the processing of corporate events.

The breadth of the role offers the opportunity to develop your knowledge across the Operations function while contributing to the controls, service standards and processes that underpin Northern’s investment activity. You’ll work collaboratively with colleagues, partner funds and third-party providers, while being encouraged to identify practical improvements that strengthen operational performance and client service.

Northern LGPS is a c £70bn pooled investment partnership for the Local Government Pension Scheme, bringing together the investments of Greater Manchester Pension Fund, Merseyside Pension Fund and West Yorkshire Pension Fund.

Building on the foundations of its collaboration over several years, Northern LGPS is now entering the next phase of its development. This phase focuses on establishing an FCA authorised investment management company with a dedicated senior leadership team; strengthening governance and creating a clear operating model to support long-term investment outcomes.

For those joining at this stage, the opportunity is exceptional. These roles offer the chance to shape strategy, set standards and build leadership capability for the long term, working closely with the partner funds, who are both shareholders and clients, Boards and regulators to ensure Northern LGPS continues to evolve as a well-governed, resilient investment organisation.

As Northern LGPS continues to evolve, we are building a collaborative, open and trusting organisation where people can do their best work.

We believe strong outcomes come from working together, sharing knowledge and supporting one another. Our flexible and hybrid working arrangements give colleagues greater flexibility in how they manage their time, while supporting collaboration and colleague wellbeing.

We are developing a supportive learning culture where people are encouraged to grow, contribute ideas and help shape how the organisation works. Our ambition is to build a resilient and sustainable organisation that delivers for its Partner Funds over the long term.

You’ll support the delivery of day-to-day Investment Operations activities, ensuring transactions, records and operational processes are completed accurately and within agreed service standards.

You will:

• Support investment managers’ trading activity and the processing of investment transactions, including purchases, sales and corporate actions.
• Monitor investment transactions to ensure settlement has taken place and follow up activity where required.
• Process voluntary corporate events on the appropriate due dates and maintain accurate supporting records.
• Carry out daily cash and asset reconciliations and support the monitoring of settlement activity.
• Maintain complete and accurate records of business-as-usual activity, ensuring relevant systems are updated to support FCA and audit requirements.
• Respond to investment…