Guideline Coding Analyst
3 weeks ago
Insight Investment is looking for a Guideline Coding Analyst to join the Guideline Management team in London. The Guideline Management team are responsible for the implementation, coding and monitoring of investment guidelines. The team are integral to front office processes and are sat 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
Experience required
- 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, Mathematics or similar
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 and sexual orientation. 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 has 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
-
Guideline Coding Analyst
1 month ago
London, United Kingdom Insight Investment Full timeCompany Overview: 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,...
-
Guideline Analyst
3 weeks ago
London, United Kingdom Insight Investment Full timeInsight Investment is looking for a Guideline Analyst to join the Guideline Management team in London. The Guideline Management team are responsible for the implementation, coding and monitoring of investment guidelines. The team are integral to front office processes and are sat amongst the fund management team and client solutions group, working closely...
-
Guideline Monitoring Analyst
1 month ago
London, United Kingdom JPMorgan Chase & Co. Full timeAn opportunity as an Analyst in the Risk Guideline Management Team has just been made available. Job Responsibilities You will be responsible for all aspects of the guideline management workflow within the product group. Guideline team is a function that helps as it safeguards our clients against transactions which violate regulatory & client directed...
-
Investment Guidelines Specialist
1 month ago
London, United Kingdom LGBT Great Careers Full timeLGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing teams.The team are responsible for creating and managing guidelines documentation as well as coding and testing both regulatory & investment guidelines for our global accounts. As the Portfolio Guideline Monitoring Specialist you...
-
Investment Guidelines Specialist
1 month ago
London, United Kingdom LGBT Great Full timeLGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing teams. The team are responsible for creating and managing guidelines documentation as well as coding and testing both regulatory & investment guidelines for our global accounts. As the Portfolio Guideline Monitoring Specialist you...
-
Investment Guidelines Analyst
1 month ago
London, United Kingdom eFinancialCareers Full time**Key Responsibilities** - Interpreting client guidelines, regulatory rules, and internal restrictions and coding these into thinkFolio. - Continually review and improve processes to reduce risk and improve efficiency. - Occasional cover for the UK pre trade or post trade roles when other members of the team are on leave/absent. - BAU work Technical...
-
Analyst Developer
3 weeks ago
London, United Kingdom aap3 Recruitment Full timeJob Description We have an exciting opportunity for an Analyst Developer - Low/ No Code to join a successful, growing and sustainability-focused eCommerce/ online retail/ apparel/ clothing organization. Hybrid working/ remote in the majority, with a monthly meet in Hampshire and ideally bi-weekly in London/ Chelmsford (travel expenses to HQ paid). ...
-
GMC Guidelines Senior Analyst
2 days ago
London, Greater London, United Kingdom Legal & General Full timeThe world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...
-
GMC Guidelines Senior Analyst
2 days ago
London, Greater London, United Kingdom Legal & General Investment Managment Full timeCompany Description The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients...
-
GMC Guidelines Senior Analyst
1 day ago
London, United Kingdom Legal & General Full timeJob Description The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients...
-
London, United Kingdom Legal & General Group Full timeCompany Description We are Legal & General Investment Management (LGIM), the asset-management arm of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes. We draw on...
-
Analyst - Networks
3 weeks ago
London, United Kingdom Insight Investment Full timeThe Guideline Management team are responsible for the implementation, coding and monitoring of investment guidelines. The team are integral to front office processes and are sat 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. ...
-
Asset Investment Analyst
1 month ago
London, United Kingdom LGBT Great Full timeLGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing teams. The team are responsible for creating and managing guidelines documentation as well as coding and testing both regulatory & investment guidelines for our global accounts. As the Portfolio Guideline Monitoring Specialist you...
-
Senior Compliance Analyst
6 days ago
London, United Kingdom Insight Investment Full timeInsight Investment is looking for a Compliance Analyst to join the team in London. As part of the Guideline Management team, you will be responsible for the implementation, coding and monitoring of investment guidelines. The team are integral to front office processes and are sat amongst the fund management team and client solutions group, working closely...
-
Senior Compliance Analyst
2 weeks ago
London, United Kingdom Insight Investment Full timeInsight Investment is looking for a Compliance Analyst to join the team in London. As part of the Guideline Management team, you will be responsible for the implementation, coding and monitoring of investment guidelines. The team are integral to front office processes and are sat amongst the fund management team and client solutions group, working closely...
-
Compliance Analyst
6 days ago
London, United Kingdom Insight Investment Full timeInsight Investment is looking for a Compliance Analyst to join the team in London. As part of the Guideline Management team, you will be responsible for the implementation, coding and monitoring of investment guidelines. The team are integral to front office processes and are sat amongst the fund management team and client solutions group, working closely...
-
Compliance Analyst
1 week ago
London, United Kingdom Insight Investment Full timeInsight Investment is looking for a Compliance Analyst to join the team in London. As part of the Guideline Management team, you will be responsible for the implementation, coding and monitoring of investment guidelines. The team are integral to front office processes and are sat amongst the fund management team and client solutions group, working closely...
-
Compliance Analyst
2 weeks ago
London, United Kingdom Insight Investment Full timeJob DescriptionInsight Investment is looking for a Compliance Analyst to join the team in London. As part of the Guideline Management team, you will be responsible for the implementation, coding and monitoring of investment guidelines. The team are integral to front office processes and are sat amongst the fund management team and client solutions group,...
-
Compliance Analyst
2 weeks ago
London, United Kingdom Insight Investment Full timeInsight Investment is looking for a Compliance Analyst to join the team in London. As part of the Guideline Management team, you will be responsible for the implementation, coding and monitoring of investment guidelines. The team are integral to front office processes and are sat amongst the fund management team and client solutions group, working closely...
-
Compliance Analyst
2 weeks ago
London, United Kingdom Insight Investment Full timeInsight Investment is looking for a Compliance Analyst to join the team in London. As part of the Guideline Management team, you will be responsible for the implementation, coding and monitoring of investment guidelines. The team are integral to front office processes and are sat amongst the fund management team and client solutions group, working closely...
