Manager - Delegate Oversight

About the role

As a Manager in Delegate Oversight at Waystone, you will play a pivotal role in ensuring the effective management and oversight of delegated investment functions. This position is integral to maintaining the high standards of governance and risk management that Waystone is known for. You will collaborate closely with various stakeholders to enhance operational efficiencies and ensure compliance with regulatory requirements. Your expertise will contribute to the strategic direction of the firm while fostering a culture of excellence and accountability.

Key facts

What you'll do

• Lead the oversight of delegated investment activities, ensuring adherence to regulatory standards and internal policies.
• Develop and implement robust monitoring frameworks to assess the performance and risk profiles of delegated managers.
• Collaborate with investment teams to establish clear guidelines and expectations for delegated functions, ensuring alignment with overall investment strategy.
• Conduct regular reviews and evaluations of delegate performance, providing actionable insights and recommendations to senior management.
• Serve as the primary point of contact for delegated managers, fostering strong relationships and facilitating effective communication.
• Prepare comprehensive reports and presentations for internal stakeholders and clients, summarizing findings and strategic recommendations.
• Identify potential risks associated with delegated investments and work proactively to mitigate these risks through effective oversight.
• Stay abreast of industry trends, regulatory changes, and best practices in delegate oversight, ensuring the firm remains at the forefront of the industry.
• Mentor and develop junior staff within the Delegate Oversight team, promoting a culture of continuous learning and improvement.
• Participate in cross-functional projects and initiatives, contributing your expertise to enhance the overall operational efficiency of the firm.
• Collaborate with compliance and legal teams to ensure that all delegated activities are in line with regulatory requirements and internal policies.
• Assist in the development of training materials and programs for internal stakeholders regarding best practices in delegate oversight.

Requirements

• A minimum of 5 years of experience in investment management, with a focus on delegate oversight or related functions.
• Strong understanding of investment products, portfolio management, and risk assessment methodologies.
• Proven track record of managing relationships with external investment managers and stakeholders.
• Excellent analytical skills, with the ability to interpret complex data and provide actionable insights.
• Strong communication and interpersonal skills, capable of engaging effectively with diverse audiences.
• Experience in developing and implementing monitoring frameworks and performance evaluation processes.
• Familiarity with regulatory requirements and industry standards related to investment management and delegate oversight.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint; experience with investment management software is a plus.

Nice to have

• Professional qualifications such as CFA, CAIA, or equivalent are highly desirable.
• Experience in a client-facing role, with a focus on building and maintaining relationships.
• Knowledge of alternative investment strategies and their associated risks.
• Familiarity with performance measurement and attribution methodologies.
• Experience in project management and leading cross-functional teams.

Skills & tools

• Strong analytical and quantitative skills to assess investment performance and risk.
• Excellent written and verbal communication skills for effective reporting and stakeholder engagement.
• Proficiency in data analysis tools and investment management software.
• Strong organizational skills with attention to detail and the ability to manage competing priorities.
• Leadership skills to mentor and guide junior team members.

Practical notes

• This position is based in London, Greater London, and may require occasional travel to meet with external managers or attend industry conferences.
• The successful candidate will benefit from a supportive work environment that encourages professional development and career growth.
• Waystone is committed to diversity and inclusion, welcoming applicants from all backgrounds and experiences.
• Interested candidates are encouraged to apply through the Waystone careers page at the provided URL.

Join Waystone as a Manager in Delegate Oversight and contribute to our mission of delivering exceptional investment management solutions while ensuring the highest standards of governance and risk management.