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Senior Investment Monitoring Officer

Somerset West
Salary: Market Related
Job Type: Permanent
Sectors: Insurance Finance
Reference: SW006336/AM

Apply before Jun 26 2026 | 30 Days left

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Vacancy Details

Employer: Helderberg Personnel cc

A well established international financial services concern with offices in Somerset West is seeking a Senior Investment Monitoring Officer who will be responsible for overseeing the monitoring, governance, and review of investment arrangements across pension and trust structures administered by the business.The role ensures that portfolios, investment managers, and investment structures remain aligned with regulatory requirements, governance standards, and internal investment monitoring frameworks.

Key Duties and Responsibilities

Conduct periodic and ad-hoc investment monitoring reviews across discretionary, licensee-directed and member-directed portfolios
Identifying performance, risk, governance or structural issues and manage follow-up actions, including escalations where required
Monitor portfolios asset allocation and suitability, including cash levels and risk alignment
Review non-standard and complex investments for permissibility and suitability
Support investment governance through maintenance of policies, procedures, benchmarks and monitoring frameworks.
Undertake corporate pension and fund reviews, including fund analysis, platform assessments and recommendations
Monitor investment service providers, assessing performance, operational risk and service quality.
Prepare analysis and recommendations for the Investment Committee and attend client, adviser and trustee meetings where required.
Act as a B-signatory and provide technical investment support across the business

Competencies

Strong experience in investment monitoring, portfolio oversight or investment governance.
Sound understanding of pensions, trust structures and relevant regulatory and fiduciary requirements.
Proven ability to analyse complex investment information and exercise sound judgement
Confident communicator, able to engage with internal committees, clients and external stakeholders
Highly organised, detail-focuses and committed to strong governance and risk management

Qualifications

Degree level qualification in Finance, Investment, Economic, Business or a related field
Advanced degrees such as CFA, MBA are desirable

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About Helderberg Personnel cc

Based in Somerset West, Helderberg Personnel was established in 1998. The company initially started doing placements in the Helderberg Basin and over the years expanded nationally. Our background has proved to be invaluable in providing a high standard of recruitment, screening, evaluation and placement of candidates.

Our Value proposition:
The true value proposition of the Helderberg Personnel brand is our commitment to attending to our clients’ needs, culture and values and to ensure that, through comprehensive interviews with candidates, the overall match is determined to ensure a long term relationship. The identity of the client remains confidential at all times. We understand that our function is to ensure that the candidate must become a strategic partner to a business instead of a mere employee. Helderberg Personnel has achieved a steady growth over the last years and we have evolved into one of the leading agencies in the region. We have made placements cross functional, cross industry and up to senior management level.