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Investment Oversight Analyst

2 months ago

Birmingham UK, West Midlands, United Kingdom Clayton Davies Full time

What’s on Offer?

  • Base Salary: c.£40,000
  • Bonus: up to 15%
  • Private Healthcare
  • Holidays: 25 Days Holiday + Bank Holiday (increases with service)
  • Hybrid Working (Birmingham)
  • 7.5% Pension Contribution


Our client, a highly successful firm operating in the Investment Management space, are looking for an Investment Oversight Analyst to join their growing team. The Investment Oversight Analyst works within the Investment Oversight function which is 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.


Experience Required:


  • 3-5 years of experience in an investment oversight or investment analyst role at a regulated firm.
  • Exposure to ACD/AFM business and related functions such as depositary, fund pricing and compliance.
  • Understand key investment risks and how to measure them.
  • Knowledge of industry regulations including the FCA’s COLL sourcebook.