Investment Monitoring Officer - - Somerset West

You will play a crucial role in overseeing and analysing the performance of investment managers and service providers portfolios to ensure compliance with regulatory guidelines and client expectations. This position requires a deep understanding of financial markets, investment instruments, and a keen eye for data analysis.

Key Duties and Responsibilities:

Carrying out periodic reviews of asset managers and service providers
Implementing and helping to develop company investment monitoring programme.
Identify where licensee directed investment applies and make necessary arrangements.
Client and service provider liaison.
Generate comprehensive and accurate reports on Investment, Asset Manager and Service provider reviews.
Assisting the business on investment related matters.
Staying abreast of industry regulations and investment markets.
Investment dealing/approval.
Member Directed application approval.
Attending Investment Committee Meetings.

Requirements:

A Degree level qualification in Finance, Investment, Economics, Business, or a related field.
Advanced Degrees (CFA, MBA) are desirable.
Strong quantitative and qualitative analytical skills with the ability to interpret complex financial data.
Proficient in using investment performance tools, data analytics software, and MS Excel.
Excellent written and verbal communication skills to convey complex financial concepts in a clear and concise manner.
Meticulous attention to detail and accuracy in financial reporting and analysis.
Ability to work collaboratively with cross-functional teams, including portfolio managers, risk analysts, and client services.
In-depth understanding of financial services, investment products, and regulatory frameworks.
Proven ability to identify and solve complex problems in a dynamic and fast-paced environment.

To apply, submit a detailed CV to: Apply Now

Share this job with someone you think should apply!