Investment Governance Manager

Core-Asset Consulting Ltd; City of Edinburgh; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Investment Governance Manager to enhance client relationships and oversee investment consultants. This hybrid role offers flexibility and requires strong investment knowledge, effective communication, and the ability to manage multiple projects. The successful candidate will provide tailored advice, conduct due diligence, and stay informed on market trends. Join a dynamic team dedicated to delivering exceptional service in the financial services sector, where your expertise will significantly impact client success and satisfaction.

Benefits

Highly competitive salary

Wider benefits package

Qualifications

• 7-10 years of experience in pension schemes and investment.
• Strong communication and relationship management skills.

Responsibilities

• Provide advice on fiduciary managers and investment consultants.
• Support due diligence research and analyse fee structures.
• Collaborate on performance data analysis and client reports.

Skills

Pension scheme and investment experience

Client relationship management

Communication skills

Presentation skills

MS and data tool skills

Investment data interpretation

Fiduciary management knowledge

Research and report drafting

Project management

Regulatory compliance awareness

Education

IMC/CFA qualification

Job description

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.

Core Responsibilities:

• 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.

Benefits:

• A highly competitive salary.
• Wider Benefits package.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16066

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.