Guideline Coding Analyst

4 days ago

London, United Kingdom Insight Investment Full time

Insight Investment is looking for a Guideline Coding Analyst to join our team in London. The Guideline Management team is responsible for implementing, coding, and monitoring investment guidelines. The team is integral to front office processes and sits amongst the fund management team and client solutions group, working closely with them to ensure guidelines are operationally sound and that investment risk limits are adhered to.


The Guideline Coding Analyst will primarily be responsible for reviewing investment guidelines following their execution and for the coding of pre/post-trade investment restrictions into thinkFolio and other coding systems.


Role Responsibilities

  • Build a detailed knowledge of thinkFolio and other core coding systems
  • Ensure client mandates and fund guidelines are coded into systems within the agreed timeframes with a high level of accuracy.
  • Work closely with the Fund Managers and Client Directors to ensure that coding has been accurately interpreted and signed off within the appropriate timeframe.
  • Support the team with the management of coding cases via our workflow tool, ensuring cases are escalated where applicable.
  • Ensure queries from across the business are answered in a timely and accurate manner.
  • Manage the team mailbox and attend daily team calls to allocate work amongst the team.
  • Understand the various regulatory, house and Fund Manager coding requirements and implement such rules where requested.
  • Ownership of Guideline Management projects such as coding recertifications and process automation initiatives.
  • Maintain team procedures, policies, and other reference documents.
  • Report non-automated investment restrictions to the relevant parties and actively aim to reduce these over time.
  • Build solid working relationships with internal parties including Fund Managers, Legal, Risk, Client Directors, Dealers etc.
  • Escalate incidents/system issues to senior management and other relevant teams.


Experience Required

  • Strong ownership of role and responsibilities
  • Excellent attention to detail
  • Innovative approach to problem solving
  • Proactive, self-starter, energetic and enthusiastic individual.
  • Confidence to engage with a variety of people from around the business, including Client Directors, Fund Managers, Dealers, Operations etc.
  • Strong numerical and analytical skills
  • Excellent organisational skills, with a proven ability to multitask and prioritise.
  • Proficient in using Microsoft Excel, Word, and PowerPoint
  • Knowledge of fixed income securities and derivatives
  • Undergraduate degree in a relevant subject such as economics, maths or similar
  • Experience within the investment management industry is desirable
  • Experience using investment compliance systems (thinkFolio, Charles River, Sentinel etc) is desirable


Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief, sexual orientation or other factors protected by federal, state and/or local laws. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com


About Insight Investment Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities.


Insight is a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: www.insightinvestment.com

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