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Investment Management Specialist
2 weeks ago
Due to increased workload, they are now looking to recruit a Portfolio Guideline Monitoring Analyst to join their Portfolio Services team.
The Portfolio Guideline Monitoring Analyst will take responsibility for the following duties:Providing the investment teams with the data, controls and support necessary to ensure that their investment intent is compliant with regulatory requirements
Reviewing investment management agreements and evaluating client guidelines
Maintaining the guideline monitoring system
Developing a deep understanding of guideline strategies relative to client guidelines and regulatory requirements
The Portfolio Guideline Monitoring Analyst will meet the following criteria:
~ Knowledge of all investment products, including equities and fixed income
~ Prior experience in investment guidelines or working in a compliance monitoring role
~1-3 years' experience within the investment management sector
~ The is an excellent opportunity for candidates with strong backgrounds within the Investment Management sector to join a high performing team at a leading investment management house.
Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
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