JOB DESCRIPTION:

We are looking for an Investment Governance Manager to join the team at a boutique financial services firm. The successful candidate will focus on managing client relationships, and the selection and oversight of suitable investment consultants and fiduciary managers.
This is a great opportunity for an experienced candidate with strong investment knowledge and client relationship experience.
This role is hybrid 2-3 days in the office, and is flexible on location (Edinburgh, London, Manchester, Bristol), and will involve travel to London if based elsewhere.

SKILLS/EXPERIENCE:

• Pension scheme and investment experience with seven to ten years’ experience.
• Proactive, self-starter with the ability to focus on the tactical implementation of that strategy for the firm.
• Ability to communicate effectively, strong relationship and presentation skills, good written skills, appropriate MS and data tool skills and emotionally intelligent.
• Ideally working towards or already qualified in IMC/CFA for example
• Ability to interpret investment data, performance metrics, and fee structures.
• Experience of conducting in-depth assessments of fiduciary managers and investment consultants would be beneficial
• Strong communication and interpersonal skills to deliver tailored advice and recommendations.
• Solid understanding of investment markets, fiduciary management, and defined benefit/contribution pension schemes.
• Competence in drafting clear, concise, and insightful research and oversight reports.
• Comfortable working with colleagues across levels to support analysis and client deliverables.
• Accuracy in data handling, report creation, and compliance with internal processes.
• Ability to manage multiple projects and deadlines efficiently.
• Staying informed on developments in the UK pension and investment industry.
• Awareness of and adherence to relevant regulatory and internal compliance frameworks.

• Provide advice to clients on the selection and oversight of fiduciary managers and investment consultants.
• Support due diligence research on fiduciary management and investment advisory firms.
• Analyse fee structures and investment data related to these firms.
• Maintain up-to-date knowledge of market trends, new products, and developments in the UK DB and DC pension space.
• Attend industry conferences as needed.
• Contribute to the drafting and writing of research reports.
• Collaborate with associates to analyse performance data and prepare client oversight reports.
• Ensure compliance with the firm’s regulations and procedures.