The Marlborough Group Bolton, United Kingdom Risk Department Hybrid
Company Description
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 groups 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 Assist with the development, maintenance and implementation of the investment risk oversight framework 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 Produce investment risk and exposure reports for senior management and committees Monitor funds to ensure they are invested in accordance with their investment risk limits 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 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 Ensure the timely and accurate completion of regulatory fund reporting including AIFMD returns and UCITS derivative Use Reports Assist with general risk queries Produce performance attribution reports for all IFSL Funds, including Equity, Fixed Income and Multi-Asset Secondary Responsibilities Support the Investment Risk Manager in project work as it arises. Requirements
Excellent written and verbal communications 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 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
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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 groups 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 Assist with the development, maintenance and implementation of the investment risk oversight framework 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 Produce investment risk and exposure reports for senior management and committees Monitor funds to ensure they are invested in accordance with their investment risk limits 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 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 Ensure the timely and accurate completion of regulatory fund reporting including AIFMD returns and UCITS derivative Use Reports Assist with general risk queries Produce performance attribution reports for all IFSL Funds, including Equity, Fixed Income and Multi-Asset Secondary Responsibilities Support the Investment Risk Manager in project work as it arises. Requirements
Excellent written and verbal communications 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 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
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