Senior Investment Monitoring Officer at Helderberg Personnel

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 where required.
• Act as a B-signatory and provide technical investment support across the business

Qualifications

• Degree level qualification in Finance, Investment, Economic, Business or a related field
• Advanced degrees such as CFA, MBA are desirable