Position Overview
Our client based in Somerset West is looking
a Senior Investment Monitoring Officer to join their Client Operations team.
Responsible for overseeing the monitoring, governance, and review of investment arrangements across the client's structures administered by the business. The role ensures that portfolios, investment managers, and investment structures remain aligned with regulatory requirements, governance standards, and internal investment monitoring frameworks.
Description:
- Conduct periodic and ad-hoc investment monitoring reviews across discretionary, licensee-directed and member-directed portfolios.
- Identify performance, risk, governance or structural issues and manage follow-up actions, including escalation where required.
- Monitor portfolio asset allocation and suitability, including cash levels and risk alignment.
- Review non-standard and complex investments for permissi...