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Senior Investment Monitoring Officer

Company

Helderberg Personnel CC

Location

somerset west, city of cape town metropolitan municipality

Posted

July 20, 2026

Position Overview

             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 wher...
        

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