Strategic Fund Risk Management Specialist

1 week ago

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 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

A cornerstone of the Group's success lies in its commitment to excellence in active fund management. With a strong industry reputation for expertise, service quality, product understanding, and added value for investors, the Group continues to drive growth through ambitious plans.

We are seeking talented professionals who share our values and will grow as financial services experts. This means prioritizing investor needs and striving for excellence in service delivery.

In addition to a comprehensive benefits package, successful candidates will join a collaborative team where personal and professional development are genuinely valued.

Job Summary

This role supports the business by implementing the fund risk management framework and collaborating with the Investment Risk Team on quantitative analysis of fund portfolios invested across various asset classes.

Key Responsibilities:

  • To assist in developing, maintaining, and implementing the investment risk oversight framework
  • Supporting 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 align with a fund's objectives, policies, and strategies
  • To produce investment risk and exposure reports for senior management and committees
  • To monitor funds to ensure they adhere to their investment risk limits
  • To conduct stress testing on fund portfolios, covering historical and hypothetical scenarios, related to market risk, liquidity risk, and other relevant factors according to a fund's objectives and strategies
  • To analyze breaches of applicable limits, challenge investment managers, and ensure any required actions to close such breaches are completed
  • To ensure timely and accurate completion of regulatory fund reporting, including AIFMD returns and UCITS derivative Use Reports
  • To support general risk queries
  • To generate performance attribution reports for all IFSL Funds, encompassing Equity, Fixed Income, and Multi-Asset

Secondary Responsibilities:

To assist the Investment Risk Manager in project work as needed.

Requirements
  • Excellent written and verbal communication skills
  • Strong numeric skills
  • Ability to problem-solve and handle complex queries
  • Strong quantitative and qualitative analytical skills and attention to detail
  • Ability to take initiative and work independently in a proactive manner
  • Ability to prioritize and manage multiple projects
  • Ability to influence and persuade others

Desirable Skills:

  • Experience using widely used performance and risk monitoring systems

Essential Qualifications:

  • Educated to degree level

Desirable Qualifications:

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

A genuine interest in financial markets and understanding of the UK Regulatory Framework is beneficial.

Desirable Experience:

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

Personal Qualities:

  • Ability to collaborate effectively 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 learn quickly
Additional Information
  • A competitive annual salary ranging from £60,000 to £80,000 based on experience and qualifications
  • 25 days annual leave plus statutory bank holidays
  • 9% non-contributory pension scheme
  • An annual discretionary bonus scheme
  • Death in Service benefit equivalent to five times the annual salary
  • Ongoing training and professional development opportunities, including the IOC and other relevant qualifications

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