The Marlborough Group Bolton, United Kingdom Investment Oversight Hybrid
Company Description
Marlborough Group is a successful investment business that manages over £15 billion for over 200,000 clients and employs some of the UK’s most respected fund managers. The Group has its headquarters in Bolton and offices in London, Lichfield, Peterborough, Bristol and Dublin.
The Group employs more than 150 people across its business lines, including:
* Marlborough Limited – The Group’s investment management business
* Investment Fund Services Limited – The Group's Authorised Corporate Director (ACD) Authorised Fund Manager business
* Select Platform – The Group’s platform business
Marlborough Group’s success has been built on a reputation for excellence in active fund management, leading the way in industry expertise, service quality, product understanding, and added value for our investors.
As we continue with our ambitious growth plans, we are looking for talented people who share our values and will grow and develop as financial services professionals. This means putting our investors at the forefront of everything we do and constantly striving for excellence in the service we deliver.
In addition to receiving a comprehensive benefits package, successful candidates will join a team committed to collaborative working in an environment where personal and professional development are genuinely valued.
Position
Role Purpose
The role of the investment oversight team is to work with partners (investment managers & sponsors) to deliver investment outcomes in line with investor expectations. We do this by working closely with partners to ensure:
* Fund investment objectives are in line with the investable universe / opportunity set of the fund.
* The managers' investment style and process are transparent to investors.
* Managers have the appropriate resources to support their investment process and style.
* Managers deliver medium / long term performance in line with investor expectations for both risk and return.
* Any material changes in a manager’s process and style are appropriately communicated to investors.
Key Responsibilities
* To undertake due diligence reports & monitoring of managers as directed by the Head of Investment Oversight or the deputy.
* Undertake the creation and write-up of the IOT value assessment templates, forming an important input into the IFSL value assessment framework as directed by the Head of Investment Oversight or the deputy.
* Deputise for Andrew Johnstone in minuting and collating investment papers for the Investment Oversight Committee.
* Monitoring and assessing managers' investment performance (scorecards & performance data responsibilities).
* Portfolio stress testing and benchmark analysis.
* Quantitative support of the team’s infrastructure (automating processes where possible).
Requirements
* Understanding investments in terms of people, philosophy, research, investment & portfolio construction, and risk management.
* Solutions oriented.
Essential Qualifications:
* A first degree that is 2:1 or higher in Economics, Finance, or Accountancy.
Beneficial Qualifications:
* IMC and/or CFA
* 1-3 years in either front line investment management or investment oversight.
Personal Qualities:
* Diplomacy
* Team player
* Willingness to accept change.
* Flexibility
Other Information
* Competitive salary with annual salary reviews
* 25 days annual leave plus statutory bank holidays with the ability to buy/sell up to 5 days
* 9% non-contributory pension
* Annual discretionary bonus scheme
* Private Healthcare Scheme with optical care and dental care
* Death in Service at 5x annual salary
* Training for IOC and other relevant qualifications
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