Investment Risk Analyst

3 weeks ago


Peterborough, Canada Marlborough Group Full time

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 being:

  • 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, with the Group 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. That 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 who are committed to collaborative working in an environment where personal and professional development are genuinely valued.

Position

Role Purpose

The role involves supporting the business by implementing the fund risk management framework and assisting the Investment Risk Team in undertaking quantitative analysis of fund portfolios investing in a range of asset classes.

Key Responsibilities

  • To assist with the development, maintenance, and implementation of the investment risk oversight framework
  • To support the Investment Risk Team in providing independent monitoring and oversight of key investment risks, including market, liquidity, counterparty, and derivative risk and exposure, ensuring they are appropriate given a fund’s investment objectives, policies, and strategies
  • To produce investment risk and exposure reports for senior management and committees
  • To monitor funds to ensure they are invested in accordance with their investment risk limits
  • To undertake stress testing on the fund portfolios, including both historical and hypothetical scenarios, relating to market risk, liquidity risk, and other risk factors as appropriate to a fund’s objectives and strategies
  • To analyse breaches of any applicable limits, provide challenge to investment managers, and ensure any actions required to close such breaches are followed up to completion
  • To ensure the timely and accurate completion of regulatory fund reporting including AIFMD returns and UCITS derivative Use Reports
  • To assist with general risk queries
  • To produce performance attribution reports for all IFSL Funds, including Equity, Fixed Income, and Multi-Asset

Secondary Responsibilities

To support the Investment Risk Manager in project work as it arises.

Requirements
  • Excellent written and verbal communication skills
  • Strong numeric skills
  • Ability to problem-solve and deal with complex queries
  • Strong quantitative and qualitative analytical skills and attention to detail
  • Ability to use initiative and work unsupervised in a proactive manner
  • Ability to prioritise and manage multiple projects
  • Ability to influence and persuade others

Beneficial Skills:

  • Experience using widely used performance and risk monitoring systems

Essential Qualifications:

  • Educated to degree level

Beneficial Qualifications:

  • Completed or working towards an appropriate industry qualification such as the Investment Operations Certificate (IOC), Investment Management Certificate (IMC), or CFA

A demonstrable interest in financial markets and an understanding of the UK Regulatory Framework.

Beneficial Experience:

  • Experience in an investment risk or related role within financial services
  • Knowledge of key relevant regulatory and statutory requirements, in particular UCITS and AIFMD

Personal Qualities:

  • Ability to work collaboratively as part of a small team
  • Comfortable communicating with stakeholders at all levels, both internally and externally
  • A flexible and adaptable approach to the changing environment
  • Confident manner, both written and verbally
  • Ability to work under pressure to meet deadlines
  • Ability to be flexible and to learn quickly
Other information
  • Competitive salary with annual salary reviews
  • 25 days annual leave plus statutory bank holidays
  • 9% non-contributory pension
  • Annual discretionary bonus scheme
  • Death in Service at 5 x annual salary
  • Training for IOC and other relevant qualifications
#J-18808-Ljbffr

  • Peterborough, Ontario, Canada Marlborough Group Full time

    Role OverviewThe Marlborough Group, a leading investment business managing over £15 billion for 200,000 clients, seeks a skilled Strategic Investment Manager to drive success in its active fund management and grow the company's ambitious growth plans.About UsWe are a reputable UK-based investment business with offices across the country. Our exceptional...


  • Peterborough, Ontario, Canada Marlborough Group Full time

    The Marlborough Group is a leading investment business that manages over £15 billion for more than 200,000 clients. Headquartered in Bolton and with offices in London, Lichfield, Peterborough, Bristol, and Dublin, the Group employs some of the UK's most respected fund managers.The Group operates three distinct business lines:Marlborough Limited – The...


  • Peterborough, Canada Community Futures Eastern Ontario (Network) Inc. Full time

    The Eastern Ontario Community Futures Development Corporation (EOCFDC) Network, operating as Community Futures Eastern Ontario (CFEO), is a not-for-profit organization serving 15 Community Futures Development Corporation (CFDC) members in Eastern Ontario. CFEO acts as their regional voice and assists its member offices to advance entrepreneurship, small...


  • Peterborough, Canada Trent University Full time

    **Job Purpose**: The Reporting and Budget Analysts provide financial analysis, information, and support to Financial Services and departmental budget owners as it relates to the in-year and year-end financial reporting and budgeting processes. Ensures a team approach to budget development and regular monitoring, analyzing, and reporting of actual performance...


  • Peterborough, Canada Marlborough Group Full time

    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...


  • Peterborough, Canada Trent University Full time

    **Job Purpose**: Reporting to the Assistant Director, Business Services & Initiatives, the Business Systems Analyst position operates with a high level of autonomy to lead design thinking activities working with students, end users, and campus partners to implement systems, technology solutions, and/or business process improvements using data-informed...


  • Peterborough, Canada Ministry of Natural Resources and Forestry Full time

    The Ministry of Ministry of Natural Resources and Forestry's Budget and Expenditure Management Strategy Section is seeking a talented, passionate financial professional with a desire to provide strategic advice that ensures the ministry's financial allocations align with its mandate and government priorities and directives. This role provides opportunities...


  • Peterborough, Canada Fleming College Full time

    Fleming is located in the heart of the Kawartha Lakes Region in Central Ontario, Traditional Mississauga Anishinaabe Territory and covered by the Williams Treaties,1923... a beautiful place to live and work, surrounded by natural beauty and a mere 90 minutes north-east of Toronto. The College’s 6,800 full-time and 10,000 part-time students, including...

  • Clinical Supervisor

    4 weeks ago


    Peterborough, Canada Canopy Support Services Full time

    **What We Will Ask of You**: As a key member of our Leadership and Autism Services OAP Urgent Response Services (URS) teams, our Clinical Supervisor (CS) plays an important role. On most days you’ll be providing clinical supervision and oversight to a team of Behaviour Consultants (BC) and Behaviour Technicians (BT) operating within the urgent response...

  • Financial Analyst

    7 months ago


    Peterborough, Canada BWX Technologies Full time

    At BWXT Nuclear Energy Canada Inc. (BWXT NEC), we are committed to excellence in every business initiative. With nearly 500 workers across locations in Peterborough, Toronto, and Arnprior, BWXT NEC supplies nuclear fuel and fuel channel components, services, equipment and parts for the CANDU® nuclear power industry. We are currently recruiting for a...


  • Peterborough, Canada Fleming College Full time

    Fleming is located in the heart of the Kawartha Lakes Region in Central Ontario, Traditional Mississauga Anishinaabe Territory and covered by the Williams Treaties,1923... a beautiful place to live and work, surrounded by natural beauty and a mere 90 minutes north-east of Toronto. The College’s 6,800 full-time and 10,000 part-time students, including...

  • Mortgage Specialist

    7 months ago


    Peterborough, Canada BMO Financial Group Full time

    645 Lansdowne Street West Peterborough Ontario,K9J 7Y5 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes...

  • Finance Analyst

    6 months ago


    Peterborough, Canada PepsiCo Full time

    Overview: **The Company** PepsiCo Canada is recognized as one of Canada’s top 100 employers. PepsiCo products are enjoyed by consumers more than one billion times a day in more than 200 countries and territories around the world. Our product portfolio includes 22 world-famous, billion-dollar brands; from Gatorade to Quaker, Tropicana to Lay’s and more....

  • Relationship Manager

    6 months ago


    Peterborough, Canada TD Bank Full time

    **Relationship Manager**: - 416839BR **Job Category - Primary** - Commercial Banking **Work Location** - 360 George Street **Employment Type** - Regular **City** - Peterborough **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Hours/Availability Detail** - 37.5 **Pay Details** **Department...


  • Peterborough, Canada AB Agri Full time

    **Location**:UK based, nationwide role with regular travel to sites, on farm and office locations, on average 3 days travelling and 2 days WFH, (Occasional international travel also) Are you an experienced Health and Safety professional with the ability to engage and influence with energy and passion at a senior level? Are you able to think outside the box...


  • Peterborough, Canada Fleming College Full time

    Sir Sandford Fleming College is located in the heart of the Kawartha Lakes Region in Central Ontario, on the traditional Mississauga Anishinaabe Territory, covered by the Williams Treaties of 1923. It's a beautiful place to live and work, surrounded by natural beauty and just 90 minutes northeast of Toronto. The College serves 6,800 full-time and 10,000...


  • Peterborough, Canada Charity Village Full time

    SummaryOntario Turtle Conservation Centre (OTCC) is looking for a dynamic and skilled Treasurer to join our Board of Directors. OTCC is seeking nominations for the Treasurer role to be elected to the OTCC Board of Directors. | Deadline for Expressions of Interest: November 23, 2024DescriptionOntario Turtle Conservation Centre (OTCC) is in the final stages of...


  • Peterborough, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...


  • Peterborough, Canada Trent University Full time

    **Job Purpose**: The Assistant Director, Accounts Payable is responsible for improving the efficient day-to-day operations of the Accounts Payable portfolio of Financial Services by providing exemplary customer service, coordinating, and allocating workload, ensuring, and identifying specified controls are exercised meeting expected deadlines, maintaining...


  • Peterborough, Canada Canopy Support Services Full time

    **Program: OAP URS** **Position: Behaviour Consultant** **Duration: Fulltime, Contract (Ending October 2, 2025)** **Salary positing is on the established grid and is pro-rated to Canopy’s fiscal year $53,616.97 - $70,556.27, annually.** **Who We Are**: At Canopy Support Services, we empower individuals to overcome barriers and live their best lives....