GIB Asset Management are now seeking a Head of Investment Oversight to join our dynamic team. Based at our Mayfair office, working on a hybrid basis, you will report to the Investment and Client Operations Director and head up the Investment Oversight team.
You will establish and maintain a robust framework for the independent management of investment risks and performance across portfolios while also supporting stakeholders with timely, accurate portfolio data and reporting.
Key to success in this role will be proactive process optimisation, leveraging technology, data management and visualisation to enhance agility and scalability within the function.
Key Responsibilities:
- Identify and mitigate investment risks: Develop and maintain a comprehensive investment oversight framework aligned with market best practices and regulatory requirements.
- Collaborate with stakeholders: Work with portfolio managers, analysts, and traders to understand risk appetite, challenge portfolio construction, and deliver insightful risk and performance analysis.
- Incorporate ESG risks: Integrate climate and broader ESG risks management into the investment oversight framework.
- Utilize technology: Continuously leverage technology to automate workflows and reporting, reducing the use of spreadsheets and enabling scalability.
- Validate models: Ensure models used by the team are validated, with key assumptions and limitations clearly communicated to relevant committees.
- Support business development: Ensure accurate and timely responses to RFPs, due diligences, and information requests, and collaborate with the business development team to support existing and new business.
- Maintain investment valuation processes: Oversee fund administrators, shadow NAV control, independent pricing of instruments, valuation assessments, and swing pricing implementation.
Experience and Skills Required:
- 10 years+ experience within financial services: Ideally with an asset manager.
- Experience leading and developing a team: Proven ability to manage and mentor a team effectively.
- Technical expertise: Significant experience developing relational databases and working with data management platforms (e.g., Oracle, Snowflake, AWS) for portfolio analysis.
- Scripting and visualization skills: Direct experience with scripting languages (e.g., SQL, Python) and using visualization software (e.g., PowerBi, Tableau, Grafana) to efficiently produce analysis and reports.
- Investment risk and performance experience: Previous experience in investment risk, performance, or portfolio control, including liquidity risk management and portfolio stress testing.
- Regulatory knowledge: Strong understanding of UCITS and AIFMD regulations.
We offer an excellent compensation and benefits package which includes:
- 30 days holiday
- Non contributory pension
- Private Health Insurance
- Personal travel insurance
- Dental cover
- Generous family friendly policies
If you are interested in applying for this vacancy, please send your CV and cover note, with current salary, to - human.resourceslondon@gibuk.com
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