Location
somerset west
Job Type
Full-time
Posted
July 17, 2026
Job Description
Key Duties and Responsibilities
- Conduct periodic and ad-hoc investment monitoring reviews across discretionary, licensee-directed and member-directed portfolios
- Identifying performance, risk, governance or structural issues and manage follow-up actions, including escalations where required
- Monitor portfolios asset allocation and suitability, including cash levels and risk alignment
- Review non-standard and complex investments for permissibility and suitability
- Support investment governance through maintenance of policies, procedures, benchmarks and monitoring frameworks.
- Undertake corporate pension and fund reviews, including fund analysis, platform assessments and recommendations
- Monitor investment service providers, assessing performance, operational risk and service quality.
- Prepare analysis and recommendations for the Investment Committee and attend client, adviser and trustee meetings wher...
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