At a Glance
- Tasks: Oversee investment partnerships, ensuring compliance and effective governance.
- Company: Dynamic financial services firm focused on innovative investment solutions.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Fast-paced environment with excellent career advancement potential.
- Why this job: Join a team that shapes investment strategies and drives positive customer outcomes.
- Qualifications: Experience in investment oversight and strong analytical skills required.
The predicted salary is between 60000 - 80000 £ per year.
Investments Partnership Relationship Analyst -
This experienced colleague-level role sits within the Relationship & Supplier Oversight Pillar and provides oversight of investment partnerships and entities to whom the platform provides services.
The role acts as the retained business owner for investment partner governance activities including contractual arrangements, fund onboarding approval, fund utilisation monitoring, AML review activities and relationship oversight across DFMs, bond providers and fund managers.
The role ensures that commercial arrangements remain appropriate, contractual commitments are fulfilled and investment propositions remain aligned to platform strategy and customer needs.
To provide independent oversight and governance of investment partner relationships, ensuring contractual arrangements, onboarding activities and ongoing fund monitoring are effectively managed within the outsourced operating model.
The role is responsible for reviewing and approving non-standard asset onboarding requests, monitoring delivery of commercial commitments made by investment partners, and challenging partners where expected activity or value is not realised.
The role provides assurance that investment partnerships are managed in accordance with platform policies, risk appetite, Consumer Duty expectations and Third-Party Risk Management requirements.
Key Work Level Accountabilities:
- Oversee contractual arrangements with investment partners, DFMs and bond providers
- Lead commercial governance of investment partner relationships
- Review and approve non-standard investment assets prior to onboarding
- Monitor delivery against onboarding commitments and expected platform flows
- Maintain effective oversight of AML and due diligence activities relating to offshore assets
- Ensure investment partner relationships support good customer outcomes and platform strategy
- Maintain audit-ready evidence of onboarding decisions, monitoring activities and relationship governance
- Provide challenge and escalation where contractual expectations or commercial assumptions are not being met
Key Responsibilities for this role:
Investment Partnership Oversight
- Act as relationship lead for DFMs, fund managers and bond providers
- Maintain regular governance and relationship reviews with investment partners
- Monitor service quality and responsiveness of investment partners
- Escalate relationship concerns and drive resolution activities
- Ensure investment partnerships remain aligned to strategic objectives
Contractual Governance
- Own oversight of contractual agreements and amendments relating to investment partnerships
- Lead review and challenge of contractual changes
- Coordinate with Legal and Procurement on contract updates
- Ensure contractual obligations, service expectations and commercial arrangements remain appropriate
- Maintain contractual inventories and governance records
Fund Onboarding Governance
- Review onboarding recommendations provided by the firm
- Approve onboarding of non-standard assets prior to implementation
- Ensure proposed assets align with platform onboarding criteria and risk appetite
- Challenge onboarding proposals where asset suitability is unclear
- Maintain evidence of onboarding decisions and approvals
Fund Monitoring & Commercial Oversight
- Monitor funds introduced onto the platform through investment partnerships
- Track actual flows against onboarding assumptions and expected commercial benefits
- Challenge investment partners where anticipated flows do not materialise
- Conduct periodic reviews of underutilised or dormant assets
- Recommend asset offboarding where there is insufficient justification for continued platform support
- Escalate material commercial or proposition concerns
AML & Due Diligence Oversight
- Review AML and due diligence documentation relating to offshore assets and investment partners
- Ensure documentation is complete and meets internal standards
- Challenge deficiencies and coordinate remediation
- Support compliance with platform onboarding requirements and TPRM expectations
- Maintain oversight records and approval evidence
EMT & Investment Data Oversight
- Oversee receipt and review of EMT information
- Escalate data quality issues and tolerance breaches
- Support fair value assessments and associated reporting requirements
- Ensure investment partner information remains accurate and complete
Governance, MI & Escalation
- Produce relationship and commercial oversight MI
- Maintain onboarding, relationship and monitoring dashboards
- Present relationship updates to governance forums
- Track actions and remediation activities through to completion
- Escalate emerging commercial, operational or customer outcome risks
Customer, Conduct & Consumer Duty Expectations
- Ensure investment partnerships support delivery of good customer outcomes
- Consider customer value and suitability when reviewing onboarding proposals
- Escalate risks arising from poor asset performance, lack of utilisation or inadequate partner support
- Support fair value assessments through effective oversight of partner relationships and data quality
- Ensure customer impact is considered during onboarding and offboarding decisions
Evidence & Assurance Expectations
- Maintain onboarding approval records
- Maintain contractual amendment and governance logs
- Maintain fund monitoring and utilisation reviews
- Maintain AML and due diligence review evidence
- Maintain relationship governance packs and meeting records
- Maintain documented challenge and escalation outcomes
- Ensure all records are audit and regulator ready
Investments Partnership Relationship Analyst in Bath employer: Morgan McKinley
Morgan McKinley offers an exceptional work environment for a Terraform & AWS DevOps Engineer, providing the opportunity to collaborate with a leading UK insurance and financial services company. Employees benefit from a culture of innovation and support, with ample opportunities for professional growth and development in a dynamic, multi-vendor setting. The company's commitment to employee well-being and career advancement makes it an attractive choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Investments Partnership Relationship Analyst in Bath
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Morgan McKinley. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investments Partnership Relationship Analyst in Bath
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Morgan McKinley.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Morgan McKinley's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Morgan McKinley
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Morgan McKinley.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Morgan McKinley will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Morgan McKinley employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
