Marlborough is a rapidly growing investment group that manages more than £10 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, Staffordshire, Guernsey and Dublin.

The companies in the group – Marlborough Fund Managers, Marlborough Investment Management, Marlborough International, Investment Fund Services Limited (IFSL) and IFSL International – employ more than 200 people. Marlborough’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 financial services professionals who share our values and can help us ensure they remain at the heart of the business. 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.

Role purpose

The Risk team are currently looking to recruit an experienced Risk Analyst into our Investment Risk team. The role will involve assisting the Investment Risk Team in supporting the business with its implementation of an effective fund risk management framework by undertaking independent oversight of fund risk management and providing appropriate challenge to investment managers.

Key responsibilities

1. To provide independent monitoring and oversight of key fund risks, including investment risk, liquidity risk and counterparty risk, ensuring they are appropriate given a fund’s investment objectives, policies and strategies
2. To monitor fund portfolios to ensure they are operating within all applicable regulatory, prospectus and other risk limits
3. To undertake appropriate stress and scenario testing on the fund portfolios
4. To analyse breaches of any applicable limits, provide challenge to investment managers and ensure any actions required to close such breaches are followed up on to completion
5. To assist with the preparation of MI and reports for the Board of Directors and other relevant committees
6. To make recommendations to the business to support the improvement of fund risk monitoring and management
7. To assist with regulatory fund reporting including AIFMD returns and UCITS Derivative Use Reports
8. To maintain key spreadsheets and registers and complete general administrative tasks
9. To assist with the update and maintenance of the company’s investment risk policies and procedures
10. To assist with general investment risk queries
11. To support investment risk management projects and other business projects as required from time to time

Skills:

• 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
• Experience using widely used risk monitoring systems (beneficial)

Qualifications:

• Completed or working towards an appropriate industry qualification such as the Investment Operations Certificate (IOC) or the Investment Management Certificate (IMC)
• Educated to degree level (beneficial)

Experience:

• 3 years’ experience in a similar role
• An understanding of the UK Regulatory Framework
• Knowledge of key relevant regulatory and statutory requirements, in particular UCITS and AIFMD (beneficial)

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
• Positive attitude
• Ability to be flexible and to learn quickly
• Interest in financial services

Whilst there is a preference for this role to be based in Bolton, we are flexible for this to be based from one of our other offices or remotely

Benefits:

• Competitive salary with annual salary reviews
• 25 days annual leave plus statutory bank holidays
• 9% non-contributory pension
• Annual discretionary bonus scheme
• Private Healthcare Scheme
• Death in Service at 5 x annual salary
• 35 hour working week
• Training for IOC and other relevant qualifications
• Exam completion bonus £500 (IOC)
• Study leave
• Cycle 2 work scheme
• Eye test reimbursement
• Your birthday off
• Christmas party and paid for social events during the year
• 13 weeks fully paid maternity leave
• 2 weeks fully paid paternity leave
• Perkbox membership - access to more than a hundred rewards, ranging from free food in major UK restaurants, to movie tickets, to phone insurance and more.