Chief of Staff, UK Investment
Core
Drive delivery of UK Investment strategy, business planning, and governance agenda while acting as a trusted adviser to the Head of Investments, UK.
Role type
Senior IC Chief of Staff (Investment)
Builds
UK Investment business plans, governance frameworks, Board/ExCo decision packs, and strategic initiatives
Domain
Financial services / Investment management / Fiduciary management
Required skills
Corporate governance, business planning, Board paper preparation, financial acumen, project management, stakeholder management, regulatory knowledge (FCA/SM&CR), executive reporting
Preferred skills
UK investment market knowledge, pension scheme investment, fiduciary management
Technologies
Excel, PowerPoint, Power BI
Responsibilities
Lead annual and three-year business planning cycles; Design and facilitate strategy sessions and leadership offsites; Coordinate business performance reviews and management information; Track strategic initiatives and escalate issues; Own and maintain the UK Investment governance framework; Coordinate preparation and quality review of Board, ExCo, and committee papers; Support the Board by managing agendas and action logs; Lead governance and committee effectiveness reviews; Prepare Board packs and executive summaries; Lead meeting preparation for the Head of Investments; Act as a sounding board for the Head of Investments; Lead or support cross-functional projects
Seniority
Senior, hands-on IC