Investment Guidelines Coder

3 months ago


London, United Kingdom Compliance Professionals Full time

**THE COMPANY**:
Our client is a global independent asset manager based in the City. They are looking for an experienced Investment Guidelines Coder to join the expanding team.

**THE RESPONSIBILITIES**:

- Perform pre
- trade analysis for all SA and UK funds/portfolios.
- Continually review and improve processes to reduce risk and improve efficiency.
- Be responsible for daily monitoring of global post trade compliance breaches for SA & UK funds/portfolios and reporting these to the relevant departments. This function will be a large part of the role.
- Assist the team with other BAU work
- Assist with ad hoc tasks and projects, specially the current CRD implementation. (The Business is moving from thinkFolio to CRD)
- Interpret client guidelines, regulatory rules, and internal restrictions and coding these into thinkFolio and Charles River (CRD)

**EXPERIENCE REQUIRED**:

- Degree with 4 - 5 years’ relevant experience within an Asset Management company.
- CFA or IMC desirable
- Good knowledge of Regulatory restrictions
- Excellent understanding of investment products
- Detailed working knowledge of Thinkfolio or Charles River or Aladdin

For further information please contact Spencer Evans



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