Investment Proposition Oversight Analyst in Stirling

Investment Proposition Oversight Analyst in Stirling

Stirling Full-Time 50000 - 70000 £ / year (est.) No working from home possible
PVH (Tommy Hilfiger/Calvin Klein)

At a Glance

  • Tasks: Support oversight of investment propositions and monitor third-party platform services.
  • Company: A leading financial services firm with over 175 years of innovation.
  • Benefits: Flexible working arrangements, competitive salary, and professional development opportunities.
  • Other info: Collaborative environment with excellent career growth potential.
  • Why this job: Join a dynamic team ensuring effective investment governance and make a real impact.
  • Qualifications: Experience in financial services and strong analytical skills required.

The predicted salary is between 50000 - 70000 £ per year.

Our purpose is to give everyone real confidence to put their money to work.

With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

  • Overview
  • The

Role: The Investment Proposition Oversight Analyst supports the effective oversight of investment propositions delivered via third‑party partnerships (including FNZ).

The role is responsible for day‑to‑day oversight activities, monitoring, MI production and issue management to ensure that third‑party platform services operate in line with M&G\'s Third Party Risk Management & Outsourcing (TPRMO) Framework, internal controls and regulatory expectations.

The role supports senior colleagues by providing clear visibility, timely escalation and robust assurance across service performance, risk and customer outcomes for platform‑based propositions.

The role holder will carry out responsibilities through oversight and coordination, relying on appropriately qualified subject matter experts across business areas such as Technology, Operations, Finance and Risk for technical input and execution.

Key Responsibilities

  • Third party oversight support: Support the oversight of third‑party platform arrangements (including FNZ) in line with the TPRMO Framework and Outsourcing Policy; Act as a key contact point for oversight activity relating to assigned platform arrangements; Support Third Party Arrangement Owners (TPAOs) and Arrangement Managers (TPAMs) in meeting their governance and oversight obligations; Maintain sufficient understanding of the services provided by investment outsourcing partners and their associated risks to support effective oversight, assurance and escalation.
  • Monitoring, MI & controls: Produce and maintain oversight MI, including: Service performance against SLAs and KPIs; Incident, breach and issue tracking; Risk indicators and emerging themes.

Monitor third‑party service performance and identify trends or concerns requiring escalation.

Support the operation of platform oversight forums (e. g.

Steer Cos, working groups), including preparation of papers, packs and action logs.

Apply informed judgement and constructive challenge when reviewing oversight information, incident trends and SME inputs, ensuring risks are fully understood and appropriately escalated.

  • Issue, incident & escalation management: Reporting for identification, logging and tracking of incidents, breaches and control issues relating to key third party investment governance services.

Ensure issues are escalated promptly and proportionately to senior colleagues where required.

Track remediation actions and evidence closure.

  • Proposition & regulatory support: Support senior colleagues in ensuring third party investment governance propositions meet key expectations and requirements including product governance and pricing requirements as well as operational resilience standards for outsourced services.

Assist with any required audit activity relating to third‑party oversight, including evidence collation and follow‑up actions.

  • Stakeholder collaboration: Work collaboratively with colleagues across Propositions, Technology, Operations, Finance and Risk to ensure joined‑up oversight.

Engage constructively with third party partners (e. g.

FNZ) on routine oversight activity and information requests, under senior guidance.

Contribute to continuous improvement of oversight processes and MI.

  • Key Focus Areas
  • Supports oversight of material third‑party arrangements
  • High degree of attention to detail required due to regulatory and customer impact
  • Operates with defined frameworks, policies and senior escalation routes
  • Knowledge, skills & experience
  • Essential: Experience within financial services, preferably in propositions, platforms, operations, risk or governance.

Understanding of third‑party risk, outsourcing or supplier oversight (or strong willingness to learn).

Strong analytical skills with experience producing MI and reports.

Ability to manage multiple tasks, track actions and meet deadlines.

Clear written and verbal communication skills.

Strong relationship‑building skills with both internal and external stakeholders.

  • Desirable: Knowledge of FCA regulation, Consumer Duty or product governance. Experience working with platform providers (e. g. FNZ) or outsourced service models.
  • Behaviours & capabilities
  • Works collaboratively and supports senior colleagues effectively. Es
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Investment Proposition Oversight Analyst in Stirling employer: PVH (Tommy Hilfiger/Calvin Klein)

Intapp is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the accounting and consulting sectors across EMEA. With a strong commitment to employee growth, Intapp provides ample opportunities for professional development and leadership coaching, ensuring that team members thrive in their careers while contributing to the company's strategic vision. The culture is built on accountability and high performance, making it an ideal place for those looking to make a significant impact in a rapidly evolving industry.

PVH (Tommy Hilfiger/Calvin Klein)

Contact Details:

PVH (Tommy Hilfiger/Calvin Klein) Recruitment Team

We think you need these skills to ace Investment Proposition Oversight Analyst in Stirling

Third-Party Risk Management
Outsourcing Oversight
Monitoring and MI Production
Incident Management
Regulatory Compliance
Analytical Skills
Report Writing