Our client is a financial services organisation committed to managing a significant portfolio of funds for numerous employers, with the primary goal of ensuring that contributions are wisely invested and managed, providing secure and reliable benefits upon retirement.
Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.
It is pivotal in ensuring financial security for thousands of members through prudent management of the pension funds.
It now seeks to appoint an Investment Services Manager to manage the global alternative asset investment portfolio including provision of strategic and technical advice and to lead on the organisations responsible investment strategy.
Key responsibilities of the role are centred on: Fund Management: Monitoring, reviewing and reporting on the Funds alternative asset portfolio in accordance with the Statement of Investment Principles and statutory regulations; Advising on alternative asset investment issues to facilitate the formation of investment policy and assist decision making; Undertaking technical financial due diligence on alternative investment funds to identify suitable investment opportunities, including an assessment of appropriate risk and return parameters; Representing the organisation on individual fund Advisory and Investment Boards to ensure its interests are protected.
Leading the Responsible Investment strategy: Leading, advising and ensuring compliance with relevant legislation and best practice; Maintaining, developing and implementing a responsible investment framework; Representing the organisation globally on responsible investment issues; Taking responsibility for stakeholder communication on responsible investment matters; Identifying need for legal action and representing the organisation against investee companies; Leading on the organisations climate mitigation strategy.
Risk Management: Implementing the organisations risk management framework and maintaining and effective system of internal control with respect to the investment of the fund; Developing, enhancing and implementing a Climate Risk Framework to manage risks associated with climate change; Managing the reputational risk arising from investing in certain assets, sectors or countries through transparent stakeholder communications and liaison with fund managers.
Corporate Management: Acting as an authorised organisational signatory to include all investment matters as well as the checking and authorisation of cheque and electronic payment of pension benefits; Leading, motivating, developing and managing the Senior Responsible Investment Officer; Developing and maintaining effector working relationships across the organisation.
The successful candidate will have: A degree or equivalent third level qualification and be a qualified chartered accountant or chartered financial analyst with current membership of a recognised professional body.
Five years relevant financial experience, three of which post-qualification Two years management experience to include the effective management, development and training of staff.
An understanding of financial markets and investing with the ability to understand and challenge complex investment strategies and financial instruments.
Knowledge and experience of implementing responsible investment practices would be a distinct advantage.
Demonstrably strong administration and organisation skills with the ability to communicate effectively to all levels including senior management / Board.
In return our client is offering a competitive remuneration, best in class terms and conditions plus development opportunities.
To apply and for a full job description / person specification please forward your CV, in strictest confidence, via the link by Wednesday 30th April 2025.