At a Glance
- Tasks: Support the Investments Team by providing risk advice and insights for informed decision-making.
- Company: Join a not-for-profit financial services organisation focused on making saving accessible and fair for everyone.
- Benefits: Enjoy flexible working, up to 14% pension contribution, healthcare cover, and generous parental leave.
- Why this job: Be part of a purpose-driven team that values collaboration and ethical practices while making a positive impact.
- Qualifications: Experience in risk roles is essential; strong interpersonal skills and proficiency in Microsoft Office are required.
- Other info: Participate in a vibrant social culture with regular events and learning opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We’re working on behalf of a well-established, not-for-profit financial services organisation with a strong purpose: to make saving for the future simple, fair, and accessible for all. As a people-first employer with a flexible, inclusive culture, they’ve built a reputation for exceptional service and ethical practice and are now entering an exciting period of strategic growth.
We’re looking to appoint a Risk Business Partner – Investments to join their Group Risk Advisory function. This is a key second-line role supporting the Investments Team – helping them make informed, risk-aware decisions that balance ambition with compliance and long-term sustainability.
The Risk Business Partner will act as an independent advisor to the Investments Team, embedding strong risk management practices into day-to-day operations and strategic decision-making. The ideal candidate will bring both technical risk expertise and the interpersonal skills to collaborate effectively with senior stakeholders.
Key Responsibilities- Risk Advisory
- Serve as an independent risk advisor to the Investments Team, providing challenge and insight
- Support delivery of the organisation’s risk framework (e.g., asset allocation, modelling)
- Join regular meetings with portfolio managers and analysts to advise on risk implications of strategy
- Risk Identification & Assessment
- Work closely with investment professionals to identify and assess investment risks
- Evaluate external factors such as economic or geopolitical developments
- Monitoring & Reporting
- Build and maintain tools and dashboards to monitor key risk indicators
- Produce regular risk reports for leadership and investment teams
- Ensure compliance with agreed risk limits and business objectives
- Mitigation & Controls
- Recommend mitigation strategies and help implement control measures
- Adjust the risk profile as needed to remain within tolerance thresholds
- Governance & Compliance
- Act as a liaison between investment and risk functions
- Support audit preparation and regulatory compliance efforts
- Proven experience in a first- or second-line risk role (investment risk experience desirable)
- Strong interpersonal skills with the ability to influence and challenge constructively
- Highly organised, detail-oriented, and able to work in a matrixed environment
- Proficient with Microsoft Office and risk systems (GRC tools)
- A collaborative approach and a passion for making a positive difference
This is a fantastic opportunity to join a purpose-driven organisation offering genuine flexibility and an exceptional benefits package, including:
- Up to 14% employer pension contribution
- Real living wage employer
- Healthcare, critical illness, and income protection cover
- Generous parental and adoption leave
- Subsidised on-site restaurant and gym
- Learning & development support including study sponsorship
- Season ticket loans, Ride-to-Work scheme, and volunteering days
- A vibrant social culture with regular employee events
Contact Detail:
Lutine Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Risk Business Partner - Investments
✨Tip Number 1
Familiarise yourself with the specific risk frameworks and tools used in the financial services sector. Understanding how these frameworks apply to investment strategies will help you engage more effectively during interviews.
✨Tip Number 2
Network with professionals in the risk management field, especially those who work in investments. Attend industry events or join relevant online forums to gain insights and make connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss real-world scenarios where you've successfully identified and mitigated risks in previous roles. Being able to articulate your experience with practical examples will demonstrate your capability to the hiring team.
✨Tip Number 4
Showcase your interpersonal skills by preparing to discuss how you've influenced stakeholders in past positions. Highlighting your ability to collaborate and challenge constructively will resonate well with the values of the organisation.
We think you need these skills to ace Risk Business Partner - Investments
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in risk management, particularly in investment roles. Use specific examples that demonstrate your ability to provide risk advisory and support compliance efforts.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the organisation's purpose and how your skills align with their mission. Mention your interpersonal skills and ability to influence stakeholders, as these are key for the role.
Highlight Technical Expertise: Clearly outline your technical risk expertise and familiarity with risk systems. Mention any experience with GRC tools and how you've used them to enhance risk management practices in previous roles.
Showcase Collaborative Experience: Provide examples of how you've successfully collaborated with teams or senior stakeholders in the past. This will demonstrate your ability to work effectively in a matrixed environment, which is crucial for this position.
How to prepare for a job interview at Lutine Bell
✨Understand the Organisation's Purpose
Before your interview, make sure you grasp the core mission of the organisation. They focus on making saving simple and fair for everyone, so be prepared to discuss how your values align with this purpose.
✨Showcase Your Risk Expertise
Be ready to demonstrate your technical knowledge in risk management, particularly in investment contexts. Prepare examples from your past experience where you've successfully identified and mitigated risks.
✨Highlight Interpersonal Skills
Since the role requires collaboration with senior stakeholders, emphasise your ability to influence and challenge constructively. Share specific instances where your communication skills made a positive impact.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think about how you would approach risk assessment and mitigation in various investment situations, and be ready to articulate your thought process.