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 employ 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.

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

• To assist with the development, maintenance and implementation of the investment risk oversight framework
• To 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
• To produce investment risk and exposure reports for senior management and committees
• To monitor funds to ensure they are investment in accordance with their investment risk limits
• To 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
• To 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
• To ensure the timely and accurate completion of regulatory fund reporting including AIFMD returns and UCITS derivative Use Reports
• To assist with general risk queries
• To produce performance attribution reports for all IFSL Funds, including Equity, Fixed Income and Multi-Asset

Secondary Responsibilities

·To support the Investment Risk Manager in project work as it arises

Essential 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

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

Essential Experience:

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
• Positive attitude
• Ability to be flexible and to learn quickly

• 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
• 13 weeks fully paid maternity leave
• 2 weeks fully paid paternity leave