Head of Investment Oversight
- Permanent
London
The details
JOB DESCRIPTION
Main purpose of the role
The primary responsibility is to lead the Investment Oversight team, the candidate will establish and maintain a robust framework for the independent management of investment risks and performance across portfolios while also supporting stakeholders with timely, accurate portfolio data and reporting.
Success in this role requires proactive process optimisation, leveraging technology, data management and visualisation to enhance agility and scalability within the function.
Key duties and responsibilities
- Proactively identify, assess and mitigate all investment risks. Develop and maintain a comprehensive investment oversight framework aligned with market best practices and regulatory requirements. Ensure adherence to risk limits and investment guidelines.
- Foster collaboration with portfolio managers, analysts and traders to understand risk appetite, challenge portfolio construction, and deliver insightful risk and performance analysis. Clearly communicate key findings to support informed decision-making.
- Incorporate climate and broader ESG risks management in the investment oversight framework.
- Continuously and proactively utilise technology to reduce the use of spreadsheets, automate workflows and reporting, enabling the department to scale.
- Ensure models used by the team are validated, with key assumptions and limitations clearly communicated to relevant committees.
- Ensure accurate and timely responses to RFPs, due diligences and information requests. Collaborate with the business development team to support existing and new business. Implement automated and self-service solutions to support agile sales motions.
- Maintain robust investment valuation processes, including but not limited to oversight of fund administrators, shadow NAV control, independent pricing of instruments, valuation assessments and swing pricing implementation.
- Ensure the accuracy and timeliness of positions and portfolio data across all systems and databases.
- Ensure accurate and timely production of investment reports, including factsheets, institutional reports, committee packs and portfolio data for external platforms.
- Ensure awareness and compliance with GIPS standards, reporting and presentation requirements and best practices.
- Contribute to product development initiatives, ensuring that all investment risks, performance and reporting requirements are identified and met.
- Foster a culture of financial awareness, optimise resource allocation and drive cost saving initiatives where possible without compromising quality or strategy goals.
- Manage the team activities and performance to ensure delivery of service levels in line with SLAs, client and regulatory requirements.
- Ensure the team is appropriately skilled and high performing, promote continual development and the values and behaviours .
- Implement target culture, including D&I, in department
- Proactively drive action to help achieve our sustainability objectives
- Maintain understanding of regulatory requirements and best market practices
- Own relevant policies and procedures as per Governance Framework
- Repesent the department on committees and working groups, in an open and pro-active way
- Experience, skills and knowledge
- Professional qualifications required (if applicable)
Degree in a numerical discipline (e.g. Finance, Mathematics, Physics) preferred.
Experience - 10 years+ experience within financial services (ideally an asset manager)
- Experience leading and developing a team
- Direct significant experience developing relational databases and working with data management platforms (e.g. Oracle, Snowflake, AWS or the likes) for portfolio analysis.
- Direct experience scripting (e.g. SQL, Python) and using visualisation softwares (e.g. PowerBi, Tableau, Grafana) to efficiently produce analysis and reports.
- Strong technical understanding of multi-factor models (e.g. Bloomberg MAC, Axioma)
- Experience leveraging AI tools to improve scalability
- Previous Investment risk, performance or portfolio control experience
- Experience with and strong understanding of UCITS and AIFMD regulations
- Liquidity risk management experience
- Portfolio stress testing experience
- Hands on experience of equity, fixed income and derivatives instruments
- Experience using investment management platforms (e.g. Dimension, CRD, AIM)
- Knowledge of investment accounting principles in the context of asset management.
- Experience delivering presentations to senior management and clients
3
Skills - Relationship and stakeholder management
- Effective team management and leadership skills
- Ability to address issues effectively, not shying away from difficult conversations
- Excellent communication skills - written and spoken
- Ability to challenge constructively
- Time management, organisation skills and multi-tasking
- Highly numerate, good understanding of mathematical / statistical concepts
- Programming skills
- Data management skills
- Strong analytical skills
- Strong interest into Sustainability/ESG
For application and accessibility support, please contact your local Marks Sattin office. We're committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy for our privacy policy.
Related jobs
Salary:
£240 - £260 per day
Location:
City of London, London
Industry
Consumer & Retail
Qualification
Part qualified
Market
Commerce & Industry
Salary
£250 - £350
Job Discipline
Part Qualified & Transactional Finance
Contract Type:
Contract
Description
Assistant Accountant/Transactional Finance/NetSuite/Month End/Tech retail
Reference
BBBH184467
Expiry Date
01/01/01
Author
Aaron HowardAuthor
Aaron HowardSalary:
£67,000 - £75,000 per annum + Excellent Benefits Package
Location:
Wigan, Greater Manchester
Industry
Manufacturing
Qualification
Fully qualified
Market
Commerce & Industry
Salary
£70,000 - £80,000
Job Discipline
Qualified Finance
Contract Type:
Permanent
Description
Financial Planning and Analysis Manager for a PE backed manufacturing business based in Wigan with hybrid working paying between £67,000 - £75,000.
Reference
BBBH184364
Expiry Date
01/01/01
Author
Nathan JonesAuthor
Nathan JonesSalary:
Up to £26,000 per annum
Location:
Leeds, West Yorkshire
Industry
Real Estate
Qualification
None specified
Market
Commerce & Industry
Salary
£25,000 - £30,000
Job Discipline
Part Qualified & Transactional Finance
Contract Type:
Permanent
Description
Marks Sattin are currently recruiting for a Purchase Ledger Clerk on behalf of a well-established business, based in North-West Leeds (not Central).
Reference
BBBH182113
Expiry Date
01/01/01
Author
Yasmin CloughAuthor
Yasmin CloughSalary:
£27,000 - £30,000 per annum
Location:
Leeds, West Yorkshire
Industry
Business Services
Qualification
None specified
Market
Commerce & Industry
Salary
£30,000 - £35,000
Job Discipline
Part Qualified & Transactional Finance
Contract Type:
Permanent
Description
Accounts Payable Coordinator - Leeds
Reference
BBBH184461
Expiry Date
01/01/01
Author
Cameron WalshAuthor
Cameron WalshRelated articles

Teaser
Finance & AccountingContent Type
Career Advice
29/03/25
Summary
ACA. ACCA. CIMA. AAT. ICAS. CIPFA. You probably know what these qualifications are and understand the importance they hold in a career in accountancy. If you’re about to become a qualified accountant
by
Harry Latham

Teaser
GeneralContent Type
Career Advice
10/03/25
Summary
Artificial Intelligence (AI) is often hailed as a game-changer in the recruitment industry, with its promise of streamlining processes and enhancing efficiency. From CV writing to candidate shor
by
Matthew Fitzpatrick

Teaser
GeneralContent Type
General
24/01/25
Summary
The UK tech industry is booming. As of last year, tech employment accounts for 6.4% of the nations’ overall workforce. This growth shows no signs of slowing down, with projections of 1.4 million tech
by
Alex Dando