At a Glance
- Tasks: Lead investment strategy for a new, world-class institution shaping Wales' financial future.
- Company: Wales Pension Partnership Investment Management Company, a pioneering investment firm.
- Benefits: Competitive salary, bonuses, generous pension, and hybrid work options.
- Other info: Join a high-calibre executive team with excellent career growth opportunities.
- Why this job: Be part of a transformative project with government backing and a clear public mandate.
- Qualifications: Deep experience in institutional investment management and strong leadership skills.
The predicted salary is between 72000 - 108000 € per year.
Competitive salary + bonus + generous pension + benefits | Hybrid, with regular time in Wales WPP IM Co is being established as an FCA-regulated investment management company to serve the eight Welsh Local Government Pension Scheme funds, managing more than £25 billion for 412,000 members. This is a once-in-a-generation opportunity to help shape a permanent, world-class investment institution for Wales and to design and lead the investment capability of a new, regulated company at the heart of UKLGPS reform. With Government backing, and authorisation targeted for March 2026, WPP IM Co will operate to global standards with a Welsh purpose - combining professional excellence with a clear public mandate. Over time, WPP IM Co will help channel long-term pension capital into clean energy, affordable housing, innovation and other investments that strengthen Wales and the UK - demonstrating how responsible investment can serve members and the communities they live in. The organisation is now seeking its first ever Chief Investment Officer to lead the investment function of this new institution and hold FCA Senior Management Function (SMF3) approval on authorisation. Reporting to the CEO, the CIO will set and deliver the organisation’s investment strategy, oversee external managers and allocators, and ensure the company meets the highest standards of fiduciary duty, performance and responsible investment. You will join a compact, high-calibre executive team and lead an Investment function covering strategy implementation, investment advice, local investments and legacy assets. The CIO will play a pivotal role through mobilisation, authorisation and launch, helping to shape the investment model from inception. You may be an existing CIO, or an experienced institutional investor or senior consultant ready to take that step. You will bring deep experience in institutional investment management, asset allocation or fiduciary advice and a strong understanding of multi-asset portfolio construction, risk and manager oversight. You will bring a collaborative and confident style, an ability to engage across stakeholders, and an understanding of how to balance long-term performance with purpose. Knowledge of the LGPS or public sector pensions is desirable as is Welsh connectivity or experience. The ability to speak Welsh is not essential, however would be an advantage. To have a confidential conversation about the role with Odgers\' team in Wales, please call Jemma Terry, Leighton Freeman or Steffan Griffiths on or email us at . All applications will be acknowledged, and we particularly welcome applications from diverse candidates. To apply, please submit a CV by 14 November 2025. Cyflog cystadleuol + bonws + pensiwn hael + buddion | Hybrid, gydag amser yn rheolaidd yng Nghymru Mae Cwmni Rheoli Buddsoddiadau Partneriaeth Pensiwn Cymru yn cael ei sefydlu fel cwmni rheoli buddsoddiadau a reoleiddir gan yr Awdurdod Ymddygiad Ariannol i wasanaethu’r wyth cronfa Cynllun Pensiwn Llywodraeth Leol yng Nghymru, gan reoli mwy na £25 biliwn ar gyfer 412,000 o aelodau. Dyma gyfle unwaith mewn cenhedlaeth i helpu i lunio sefydliad buddsoddi parhaol, o\'r radd flaenaf i Gymru ac i ddylunio ac arwain gallu buddsoddi cwmni newydd a reoleiddir sydd wrth wraidd diwygio Cynllun Pensiwn Llywodraeth Leol y DU. Gyda chefnogaeth y Llywodraeth, gan dargedu awdurdodiad ar gyfer mis Mawrth 2026, bydd Cwmni Rheoli Buddsoddiadau PPC yn gweithredu yn ôl safonau byd-eang gyda phwrpas Cymreig - gan gyfuno rhagoriaeth broffesiynol â mandad cyhoeddus clir. Dros amser, bydd Cwmni Rheoli Buddsoddiadau PPC yn helpu i sianelu cyfalaf pensiwn hirdymor i ynni glân, tai fforddiadwy, arloesi a buddsoddiadau eraill sy\'n cryfhau Cymru a\'r DU - gan ddangos sut y gall buddsoddi cyfrifol fod o fudd i aelodau a\'r cymunedau lle maent yn byw. Mae\'r sefydliad bellach yn chwilio am ei Brif Swyddog Buddsoddi cyntaf erioed i arwain swyddogaeth fuddsoddi\'r sefydliad newydd hwn a chael cymeradwyaeth Swyddogaeth Uwch-reolwr (SMF3) gan yr Awdurdod Ymddygiad Ariannol ar ôl awdurdodiad. Gan fod yn atebol i\'r Prif Swyddog Gweithredol, bydd y Prif Swyddog Buddsoddi yn gosod ac yn cyflwyno strategaeth fuddsoddi\'r sefydliad, yn goruchwylio rheolwyr a dyranwyr allanol, ac yn sicrhau bod y cwmni\'n bodloni\'r safonau uchaf o ran dyletswydd ymddiriedol, perfformiad a buddsoddi cyfrifol. Byddwch yn ymuno â thîm gweithredol bach, o\'r radd flaenaf ac yn arwain swyddogaeth fuddsoddi sy\'n cwmpasu gweithredu strategaeth, cyngor ar fuddsoddi, buddsoddiadau lleol ac asedau etifeddol. Bydd y Prif Swyddog Buddsoddi yn chwarae rôl ganolog trwy ysgogi, awdurdodi a lansio, gan helpu i lunio\'r model buddsoddi o\'r cyfnod cychwynnol. Efallai eich bod eisoes yn Brif Swyddog Buddsoddi, neu\'n fuddsoddwr sefydliadol profiadol neu\'n uwch-ymgynghorydd sy\'n barod i gymryd y cam hwnnw. Bydd gennych brofiad helaeth ym maes rheoli buddsoddiadau sefydliadol, dyrannu asedau neu gyngor ymddiriedol, a dealltwriaeth gref o greu portffolio aml-asedau, risg, a goruchwylio rheolwyr. Byddwch yn gydweithredol ac yn hyderus, a byddwch yn gallu ymgysylltu â rhanddeiliaid, a bydd gennych ddealltwriaeth o sut i gydbwyso perfformiad hirdymor â phwrpas. Mae gwybodaeth am Gynllun Pensiwn Llywodraeth Leol neu bensiynau\'r sector cyhoeddus yn ddymunol yn ogystal â chysylltiad â Chymru neu brofiad o Gymru. Nid yw\'r gallu i siarad Cymraeg yn hanfodol, ond byddai\'n fanteisiol. I gael sgwrs cyfrinachol am y rôl gyda’r thîm Odgers Cymru, cysylltwch â Jemma Terry, Leighton Freeman neu Steffan Griffiths ar neu ebostiwch . Bydd pob cais yn cael ei gydnabod, a rydym yn croesawu ceisiadau gan ymgeiswyr amrywiol. I ymgeisio, danfonwch CV erbyn 14 Tachwedd 2025.
Chief Investment Officer - Wales Pension Partnership Investment ManagementCompany, Prif Swyddog Buddsoddi - Cwmni Rheoli Buddsoddiadau PartneriaethPen employer: Odgers Berndtson
Wales Pension Partnership Investment Management Company offers a unique opportunity to be part of a pioneering investment institution dedicated to serving the Welsh community. With a competitive salary, generous pension, and a hybrid work model, employees benefit from a supportive culture that prioritises professional excellence and responsible investment. This role not only allows for significant personal growth but also enables you to contribute to impactful investments in clean energy and affordable housing, making a real difference in the lives of 412,000 members.
Contact Detail:
Odgers Berndtson Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Chief Investment Officer - Wales Pension Partnership Investment ManagementCompany, Prif Swyddog Buddsoddi - Cwmni Rheoli Buddsoddiadau PartneriaethPen
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who might have insights into WPP IM Co. Attend industry events or webinars to meet potential colleagues and get your name out there.
✨Tip Number 2
Prepare for interviews by researching the company’s mission and values. Understand how they plan to channel investments into clean energy and affordable housing. This will show you’re genuinely interested and ready to contribute to their goals.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Chief Investment Officer. Highlight your skills in asset allocation and fiduciary advice, and don’t forget to mention any Welsh connections you might have.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Chief Investment Officer - Wales Pension Partnership Investment ManagementCompany, Prif Swyddog Buddsoddi - Cwmni Rheoli Buddsoddiadau PartneriaethPen
Investment Strategy Development
Institutional Investment Management
Asset Allocation
Fiduciary Advice
Multi-Asset Portfolio Construction
Risk Management
Manager Oversight
Stakeholder Engagement
Collaborative Leadership
Understanding of LGPS
Public Sector Pensions Knowledge
Regulatory Compliance
Performance Measurement
Responsible Investment Practices
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Chief Investment Officer role. Highlight your experience in institutional investment management and asset allocation, as well as any relevant achievements that showcase your ability to lead and innovate.
Showcase Your Leadership Skills:In your application, emphasise your leadership style and how you've successfully engaged with stakeholders in the past. We want to see how you can inspire a team and drive investment strategies forward.
Be Clear on Your Vision:Articulate your vision for the investment function at WPP IM Co. Share your thoughts on responsible investment and how you plan to balance long-term performance with purpose, aligning with our Welsh mission.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your CV and ensure it gets the attention it deserves. Plus, we love seeing applications from diverse candidates!
How to prepare for a job interview at Odgers Berndtson
✨Know Your Numbers
As a Chief Investment Officer, you'll need to demonstrate a strong grasp of financial metrics and investment performance. Brush up on key figures related to asset allocation, risk management, and historical performance of similar funds. Be ready to discuss how you would apply this knowledge to the £25 billion portfolio you'll be managing.
✨Showcase Your Strategic Vision
This role is all about shaping the investment strategy for a new institution. Prepare to articulate your vision for the future of investment management in Wales. Think about how you can balance long-term performance with social responsibility, and be ready to share specific examples from your past experiences.
✨Engage with Stakeholders
Collaboration is key in this position. Think about how you can effectively engage with various stakeholders, including local government and community representatives. Prepare examples of how you've successfully navigated complex stakeholder relationships in previous roles, and be ready to discuss your approach to building trust and rapport.
✨Understand the Welsh Context
Having knowledge of the Welsh Local Government Pension Scheme and its unique challenges will set you apart. Research current issues facing the LGPS and consider how your experience aligns with these. If you have any connections or experiences in Wales, be sure to highlight them during the interview.