CIO Support Analyst

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.

We are flexible for this role to be based out of any of our offices or the potential for a remote role for the right applicant.

Position:

Role Purpose

The Investment Advisor acts as support for the CIO, in his liaison with the sales and marketing team, our various investment managers (internal and external), investment risk team, and the product governance function. S/he also supports the CIO and the wider business in developing the investment proposition.

Key Responsibilities

Oversight & Governance

• Attend formal monthly CIO reviews of Marlborough’s investment and oversight activities
• Join and record bi-annual reviews of Marlborough’s funds
• Conduct fund analysis (e.g. performance attribution, competitor analysis, liquidity analysis, risk exposure, style biases) to support Oversight, Investment Managers and generate collateral for the Distribution team
• Review all fund commentaries (interim and final) across the Marlborough funds for statutory Report & Accounts
• To review and update investment process documentation

Proposition

• Support CIO in developing, agreeing and implementing a Fund Roadmap for the on-going evolution of Marlborough’s investment proposition
• Understanding the competitive environment and clients’ needs to support Marlborough’s future plans
• Maintain awareness of Consumer Duty and other regulatory developments and assist in ensuring that all external communications regarding the Marlborough fund range conform to relevant requirements.

Distribution

• Collect and collate data from multiple sources to summarise key messages for sales and marketing teams
• Support the Distribution team by providing clear articulation of the funds’ competitive advantages, performance, recent transactions, etc
• Help to tailor and edit content (for example, presentations, commentaries, RFP/RFI content and competitor analysis) to reinforce core fund messages and make appropriate for onward distribution.
• Join monthly meetings with sales team to provide insight into the market environment, and the drivers of performance and risks of Marlborough’s funds
• Help schedule and script regular and ad hoc podcasts, webinars, presentations and other literature, to provide insight and information to clients regarding the performance and characteristics of Marlborough funds

Requirements:

Essential Skills:

• Good numeric skills
• Good attention to detail
• Accurate data inputting skills
• Excellent written and verbal communication skills
• Ability to problem solve and deal with complex queries.
• Ability to prioritise & work to strict deadlines.
• PC literacy and internet skills
• Professional telephone manner

Beneficial Skills:

• Previous experience with Bloomberg, Morningstar
• IT Literacy
• Advanced Excel skills

Beneficial Qualifications:

• Have, or working towards: Chartered Financial Analyst or finance/investment/risk degree
• Investment Management Certificate (IMC)

Essential Experience:

• Working knowledge of investment markets

Beneficial Experience:

• Fund management experience

Personal Qualities:

• Ability to function as part of a team.
• Confident manner both written and verbally.
• Ability to work under pressure.
• Positive attitude
• Ability to be flexible and learn quickly.
• Friendly and approachable
• Ability to make a positive contribution to both the team and the Company

Other information:

• 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