Investment Oversight Specialist

12 hours ago


Birmingham, Birmingham, United Kingdom Clayton Davies Full time £40,000

Investment Oversight Role at Clayton Davies

**About the Role**

We are seeking an Investment Oversight Analyst to join our team at Clayton Davies, a highly successful firm operating in the Investment Management space. The Investment Oversight Analyst will work within the Investment Oversight function, responsible for the investment and risk oversight of all funds and their appointed managers.

**Key Responsibilities**

* Carry out daily monitoring of relevant Investment and Borrowing Powers and prospectus rules, engaging with the Compliance team and investment managers where required.
* Contribute to the analysis and recommendations for the annual Assessment of Value report.
* Support the execution and ongoing development of due diligence processes for new and existing Investment Advisers.
* Generate high-quality MI and seek process efficiencies.
* Attend and prepare MI for Committee meetings covering areas such as Investment Risk, Valuation and Liquidity Oversight.
* Support the development of BAU processes and ongoing project activity.

**Requirements**

* 3-5 years of experience in an investment oversight or investment analyst role at a regulated firm.
* Understand key investment risks and how to measure them.

**What We Offer**

* Bonus: up to 15%
* Private Healthcare
* Holidays: 25 Days Holiday + Bank Holiday (increases with service)
* Hybrid Working (Birmingham)
* 5% Pension Contribution



  • Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    About the RoleWe are seeking an experienced Investment Oversight Specialist to join our team at Margetts Fund Management Ltd.The successful candidate will be responsible for providing critical oversight of our investment activities, ensuring that our funds are managed in accordance with regulatory requirements and best practices.Key ResponsibilitiesMonitor...


  • Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    About the RoleWe are seeking an experienced Investment Oversight Specialist to join our team at Margetts Fund Management Ltd.The successful candidate will be responsible for providing critical oversight of our investment activities, ensuring that our funds are managed in accordance with regulatory requirements and best practices.Key ResponsibilitiesMonitor...


  • Birmingham, Birmingham, United Kingdom Clayton Davies Full time £40,000

    Investment Oversight Role ======================= At Clayton Davies, we are seeking an Investment Oversight Analyst to join our team. This role is part of our Investment Oversight function, responsible for the investment and risk oversight of all funds and their appointed managers. Key Responsibilities ------------------- * Monitor daily Investment and...


  • Birmingham, Birmingham, United Kingdom Clayton Davies Full time £40,000

    Investment Oversight Role ======================= At Clayton Davies, we are seeking an Investment Oversight Analyst to join our team. This role is part of our Investment Oversight function, responsible for the investment and risk oversight of all funds and their appointed managers. Key Responsibilities ------------------- * Monitor daily Investment and...


  • Birmingham, Birmingham, United Kingdom Clayton Davies Full time £40,000

    Investment Oversight Role ======================= At Clayton Davies, we are seeking an Investment Oversight Analyst to join our team. This role is part of our Investment Oversight function, responsible for the investment and risk oversight of all funds and their appointed managers. Key Responsibilities ------------------- * Conduct daily monitoring of...


  • Birmingham, Birmingham, United Kingdom Clayton Davies Full time £40,000

    Investment Oversight Role ======================= At Clayton Davies, we are seeking an Investment Oversight Analyst to join our team. This role is part of our Investment Oversight function, responsible for the investment and risk oversight of all funds and their appointed managers. Key Responsibilities ------------------- * Conduct daily monitoring of...


  • Birmingham, Birmingham, United Kingdom Clayton Davies Full time £40,000

    Investment Oversight Role at Clayton Davies **About the Role** We are seeking an Investment Oversight Analyst to join our team at Clayton Davies, a highly successful firm operating in the Investment Management space. The successful candidate will work within the Investment Oversight function, responsible for the investment and risk oversight of all funds...


  • Birmingham, Birmingham, United Kingdom Clayton Davies Full time £40,000

    Investment Oversight Role at Clayton Davies **About the Role** We are seeking an Investment Oversight Analyst to join our team at Clayton Davies, a highly successful firm operating in the Investment Management space. The successful candidate will work within the Investment Oversight function, responsible for the investment and risk oversight of all funds...


  • Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    Position Overview:We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.Margetts serves as an Authorised Corporate Director (ACD) for a diverse array of UK UCITS and NURS Collective Investment Schemes, with this role concentrating on the supervision of these schemes and their designated Investment Advisers.The Investment Oversight...


  • Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    Position Overview:We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.Margetts serves as an Authorised Corporate Director (ACD) for a diverse array of UK UCITS and NURS Collective Investment Schemes, with this role concentrating on the supervision of these schemes and their designated Investment Advisers.The Investment Oversight...


  • Birmingham, Birmingham, United Kingdom Clayton Davies Ltd Full time

    Investment Oversight AnalystWe are seeking an experienced Investment Oversight Analyst to join our team at Clayton Davies Ltd. The successful candidate will be responsible for monitoring investment and borrowing powers, conducting due diligence, and generating high-quality management information.Key Responsibilities:Monitor and report on investment and...


  • Birmingham, Birmingham, United Kingdom Clayton Davies Ltd Full time

    Investment Oversight AnalystWe are seeking an experienced Investment Oversight Analyst to join our team at Clayton Davies Ltd. The successful candidate will be responsible for monitoring investment and borrowing powers, conducting due diligence, and generating high-quality management information.Key Responsibilities:Monitor and report on investment and...


  • Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    Position Overview:We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.Margetts operates as an Authorised Corporate Director (ACD) for a diverse array of UK UCITS and NURS Collective Investment Schemes, with this role concentrating on the supervision of these schemes and their designated Investment Advisers.The Investment...


  • Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    Position Overview:We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.Margetts operates as an Authorised Corporate Director (ACD) for a diverse array of UK UCITS and NURS Collective Investment Schemes, with this role concentrating on the supervision of these schemes and their designated Investment Advisers.The Investment...


  • Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    Position Overview:We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.Margetts operates as an Authorised Corporate Director (ACD) for a diverse portfolio of UK UCITS and NURS Collective Investment Schemes. This position is centered on the supervision of these schemes and their designated Investment Advisers.The Investment...


  • Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    Position Overview:We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.Margetts operates as an Authorised Corporate Director (ACD) for a diverse portfolio of UK UCITS and NURS Collective Investment Schemes. This position is centered on the supervision of these schemes and their designated Investment Advisers.The Investment...


  • Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    About the RoleWe are seeking an experienced Investment Oversight Analyst to join our team at Margetts Fund Management Ltd. As an Investment Oversight Analyst, you will play a critical role in ensuring the effective oversight of our Collective Investment Schemes (Funds) and their appointed Investment Advisers.Key Responsibilities:Monitoring and Compliance:...


  • Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    About the RoleMargetts Fund Management Ltd is seeking an experienced Investment Oversight Analyst to play a critical role in ensuring the effective oversight of our Collective Investment Schemes and their appointed Investment Advisers.Key Responsibilities:Conduct daily monitoring of relevant Investment and Borrowing Powers and prospectus rules, engaging with...


  • Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    About the RoleMargetts Fund Management Ltd is seeking an experienced Investment Oversight Analyst to play a critical role in ensuring the effective oversight of our Collective Investment Schemes and their appointed Investment Advisers.Key Responsibilities:Conduct daily monitoring of relevant Investment and Borrowing Powers and prospectus rules, engaging with...


  • Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    About the Role:Margetts Fund Management Ltd is seeking an experienced Investment Oversight Analyst to join our team. As an Investment Oversight Analyst, you will play a crucial role in the oversight of our Collective Investment Schemes and their appointed Investment Advisers.Key Responsibilities:Carry out daily monitoring of relevant Investment and Borrowing...