A well established international financial services concern with offices in Somerset West is seeking a Senior Investment Monitoring Officer who will be responsible for overseeing the monitoring, governance, and review of investment arrangements across pension and trust structures administered by the business.

The role ensures that portfolios, investment managers, and investment structures remain aligned with regulatory requirements, governance standards, and internal investment monitoring frameworks.

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 alig...