2 дня назад
Investment Process & Business Manager
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Process & Business Manager (Investment Governance): Managing investment governance, coordination, and process activities for a wealth management function with an accent on audit trails, governance documentation, and cross-functional stakeholder coordination. Focus on improving workflows and controls with Technology teams, developing investment KPIs, and supporting investment decision-making activity.
Location: London, UK (Hybrid)
Company
Cheviot is a UK wealth management firm providing discretionary investment management and financial advice to private clients, charities, trustees, and professional partners.
What you will do
- Own core investment governance processes, documentation, Terms of Reference, and audit trails.
- Coordinate governance activity across the investment function, Cheviot, and Group stakeholders.
- Support continuous improvement of investment processes, identifying inefficiencies and proposing scalable enhancements, including AI opportunities.
- Partner with Technology teams to design automated workflows and process controls.
- Provide analytical and coordination support for investment decision-making, working with internal teams and external providers.
- Develop investment-related KPIs, maintain internal governance content, and support greater internal capability.
Requirements
- Experience in investment governance, investment operations, risk, compliance, governance, or a related financial services environment.
- Strong understanding of governance processes, control frameworks, audit trails, and process documentation.
- Ability to manage multiple priorities, coordinate stakeholders, and drive activities through to completion.
- Confidence working with senior leaders and cross-functional teams including Risk, Compliance, Governance, Technology, Marketing, and Communications.
- Analytical capability, attention to detail, and clear communication skills.
- Practical continuous improvement mindset with the ability to improve workflows and controls.
Culture & Benefits
- Permanent full-time employment in a hybrid London setup.
- 26 days of holiday, equivalent to 182 hours.
- Eligibility for the Incentive Scheme.
- Non-contributory pension scheme with the option to increase contributions.
- Private medical insurance, life assurance at four times salary, and income protection at 75% of salary after 26 weeks of absence.
- Flexible benefits for UK employees available through salary deduction.
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