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For Companies At a Glance
- Tasks: Join our investment oversight team to ensure top-notch investment outcomes for clients.
- Company: Marlborough Group manages over £15 billion for 200,000+ clients with a stellar reputation in fund management.
- Benefits: Enjoy a competitive salary, 25 days leave, private healthcare, and a generous pension scheme.
- Why this job: Be part of a collaborative culture focused on personal growth and excellence in financial services.
- Qualifications: A 2:1 degree in Economics, Finance, or Accountancy is essential; experience in investment management is a plus.
- Other info: Opportunities for training and professional development, including support for relevant qualifications.
The predicted salary is between 36000 - 60000 £ per year.
The Marlborough Group is a successful investment business that manages over £15 billion for over 200,000 clients and employs some of the UK’s most respected fund managers. The Group has its headquarters in Bolton and offices in London, Lichfield, Peterborough, Bristol and Dublin.
The Group employs more than 150 people across its business lines, including:
- Marlborough Limited – The Group’s investment management business
- Investment Fund Services Limited – The Group's Authorised Corporate Director (ACD) Authorised Fund Manager business
- Select Platform – The Group’s platform business
Marlborough Group’s success has been built on a reputation for excellence in active fund management, leading the way in industry expertise, service quality, product understanding, and added value for our investors. As we continue with our ambitious growth plans, we are looking for talented people who share our values and will grow and develop as financial services professionals. This means putting our investors at the forefront of everything we do and constantly striving for excellence in the service we deliver.
In addition to receiving a comprehensive benefits package, successful candidates will join a team committed to collaborative working in an environment where personal and professional development are genuinely valued.
Role Purpose
The role of the investment oversight team is to work with partners (investment managers & sponsors) to deliver investment outcomes in line with investor expectations. We do this by working closely with partners to ensure:
- Fund investment objectives are in line with the investable universe / opportunity set of the fund.
- The managers' investment style and process are transparent to investors.
- Managers have the appropriate resources to support their investment process and style.
- Managers deliver medium / long term performance in line with investor expectations for both risk and return.
- Any material changes in a manager’s process and style are appropriately communicated to investors.
Key Responsibilities
- To undertake due diligence reports & monitoring of managers as directed by the Head of Investment Oversight or the deputy.
- Undertake the creation and write-up of the IOT value assessment templates, forming an important input into the IFSL value assessment framework as directed by the Head of Investment Oversight or the deputy.
- Deputise for Andrew Johnstone in minuting and collating investment papers for the Investment Oversight Committee.
- Monitoring and assessing managers' investment performance (scorecards & performance data responsibilities).
- Portfolio stress testing and benchmark analysis.
- Quantitative support of the team’s infrastructure (automating processes where possible).
Requirements
- Understanding investments in terms of people, philosophy, research, investment & portfolio construction, and risk management.
- Solutions oriented.
Essential Qualifications
- A first degree that is 2:1 or higher in Economics, Finance, or Accountancy.
Beneficial Qualifications
- IMC and/or CFA
- 1-3 years in either front line investment management or investment oversight.
Personal Qualities
- Diplomacy
- Team player
- Willingness to accept change.
- Flexibility
Other Information
- Competitive salary with annual salary reviews
- 25 days annual leave plus statutory bank holidays with the ability to buy/sell up to 5 days
- 9% non-contributory pension
- Annual discretionary bonus scheme
- Private Healthcare Scheme with optical care and dental care
- Death in Service at 5x annual salary
- Training for IOC and other relevant qualifications
Investment Oversight Analyst employer: The Marlborough Group
Contact Detail:
The Marlborough Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Oversight Analyst
✨Tip Number 1
Familiarise yourself with the investment management landscape, particularly focusing on the types of funds and strategies that Marlborough Group employs. Understanding their approach will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment oversight field. Attend industry events or webinars where you can meet people who work at Marlborough Group or similar firms. Building these connections can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on current market trends and investment performance metrics. Being able to discuss recent developments and how they impact investment strategies will demonstrate your knowledge and enthusiasm for the role.
✨Tip Number 4
Prepare to showcase your analytical skills by reviewing case studies or examples of investment oversight challenges. Be ready to discuss how you would approach these situations, as this will highlight your problem-solving abilities to the hiring team.
We think you need these skills to ace Investment Oversight Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Investment Oversight Analyst position. Tailor your application to highlight relevant experiences and skills that align with the job description.
Craft a Strong CV: Your CV should clearly outline your educational background, particularly if you have a degree in Economics, Finance, or Accountancy. Include any relevant work experience, especially in investment management or oversight, and quantify your achievements where possible.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your values align with those of Marlborough Group and provide specific examples of how your skills can contribute to their success in investment oversight.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the investment field.
How to prepare for a job interview at The Marlborough Group
✨Understand the Role
Make sure you have a solid grasp of what an Investment Oversight Analyst does. Familiarise yourself with the key responsibilities mentioned in the job description, such as due diligence reports and performance monitoring. This will help you answer questions confidently and demonstrate your genuine interest in the role.
✨Showcase Your Analytical Skills
Since the role involves quantitative support and performance analysis, be prepared to discuss your analytical skills. Bring examples from your previous experience where you've successfully used data to make informed decisions or improve processes. This will highlight your suitability for the position.
✨Demonstrate Teamwork and Flexibility
The Marlborough Group values collaboration and adaptability. Be ready to share experiences that showcase your ability to work well in a team and adapt to changing circumstances. This could involve discussing a project where you had to pivot your approach based on new information or feedback.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare thoughtful questions to ask your interviewers. Inquire about the company's growth plans, the investment oversight team's dynamics, or how they measure success in this role. This shows your enthusiasm and helps you assess if the company is the right fit for you.
