09 Aug 2019

Investment Fund and Risk Manager

Ref 32620

Our client is seeking a Investment Fund and Risk Manager to take responsibility for the preparation and/or review of client risk reports and analysis thereof in line with agreed risk management criteria. Review of management information to portfolio mandates/strategies, offering documents and associated regulation.  

This varied and exciting role will provide an opportunity to work in a fast-growing business, growing financial sector and develop wide experience in the following job aspects:

  • Preparation of reports in line with risk management review checklist
  • Reconciling investment portfolios and movements
  • Investigate price movements to various sources, ascertain liquidity of portfolio in relation to regulation and rules thereof
  • Statistical analysis of portfolios and production of management reports
  • Managing allocated client relationships, liaison with the investment advisors, investment managers and boards as required
  • Review of fund documents to ensure portfolios and valuations meet any regulation or fund restrictions and liaison with compliance on breaches
  • Assist with regular compliance reporting
  • Assist with the Preparation of board reports, breach reports and any board communication in conjunction with Senior Management
  • Attendance at meetings and presentation of reports as required

Applicants will be educated to ‘A’ level standard, or equivalent, hold a minimum of 5 years’ relevant experience, in any of the above aspects, have excellent attention to detail and communications skills.

 

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