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Head of Bespoke Investment Risk & Analytics

Division
Location London
Salary Competitive + Bonus + Benefits
Mergefield Title {Mergefield Value}

This is a {Advertised Permanent / Temporary}, {Advertised Full Time / Part Time} vacancy that will close in {x} days at {xx:xx} BST.

The Vacancy

OVERALL SUMMARY

The Head of Bespoke Investment Risk and Analytics will lead a team dedicated to comprehensive risk management and analytics within our Bespoke Investment division. A principal function of this role is to maintain a rigorous risk governance framework, challenging our Bespoke Investment Managers where necessary. This role involves driving strategic initiatives and improvements, fostering business engagement, ensuring operational excellence and resilience, and managing a high-performing team. Responsibilities include developing the risk reporting processes, providing quantitative and qualitative risk governance frameworks, and supporting the monitoring of Bespoke Investment portfolios. This role will oversee the delivery of advanced risk analysis and innovative solutions, promote a culture of risk awareness, and ensure adherence to regulatory compliance and internal policies.

RESPONSIBILITIES

Bespoke Investment Governance

  • Manage 1st line Bespoke Investment risk oversight and governance, including chairing formal governance committees, including the (Bespoke Governance Review) BGR
  • Develop and maintain a comprehensive Bespoke Investment risk framework and Bespoke Investment related risk policy framework aligned with company guidelines and regulatory expectations.
  • Actively collaborate with Compliance, Investment Risk and Performance teams to support Bespoke Investment Management governance documentation and process improvements.
  • Challenge Bespoke Investment Managers where risk parameters are breached providing detailed and clear commentary for internal review, while also setting out a plan that targets risk realignment, actionable by the Bespoke Investment Manager.

Business Engagement

  • Build and maintain strong relationships with key stakeholders, providing expert advice on investment risk, risk modelling and quantitative analysis.
  • Support strategic projects including but not being limited to the review of our Bespoke Investment Management Review process.

Strategic Development

  • Lead strategic planning for the Bespoke Investment Risk & Analytics Team, identifying and implementing innovative solutions to improve risk reporting and management information processes.
  • Optimise advanced risk analysis tooling and methodologies though the use of efficiently implemented and properly governed and maintain tools and / product.
  • Contribute to shaping investment strategies and product structures, staying updated on industry trends and continuously recommending improvements. 

Operational Excellence and Resilience

 

  • Ensure smooth operation of investment risk reporting and management information processes, monitoring the performance and risk of holdings, core funds, and portfolios.
  • Maintain regulatory compliance and effective risk management, delivering accurate and timely risk metrics, reports, and dashboards, and enhancing tools for exposure analysis, VaR, scenario analysis, and stress testing.

Team Management

  • Lead, mentor, and develop a high-performing team of investment risk analysts, fostering a collaborative and inclusive team environment.
  • Manage team workload and ensure deadlines are met, acting as a trusted advisor to investment teams by translating complex risk data into actionable insights and presenting key findings to senior management.

WE WOULD LOVE TO HEAR FROM YOU IF:

  • Degree in Finance, Economics, or a related field is preferable.
  • Professional qualifications such as CFA or FRM are highly desirable.
  • Extensive experience in investment risk and analytics.
  • Strong leadership and team management skills.
  • Excellent interpersonal and communication skills.
  • High proficiency in Excel and other coding skills.
  • Proactive problem-solving approach and attention to detail.
  • Ability to work independently and manage multiple priorities.

 

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-EM1 #LI-SY1 #LI-JJ1

The Company

At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com.

Private medical

Discounted health checks

Stakeholder pension contribution

Cycle to work scheme

Gym discounts

Purchase additional holiday

Equal Opportunities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs. 

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