Investment Guidelines Specialist
3 weeks ago
The Ocean Partnership have been retained to recruit a Portfolio Guideline Monitoring Specialist for a project. 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 will work closely with portfolio managers, analysts, compliance, risk, and portfolio onboarding teams to deliver precise operational support.
Key Remits:
Guidelines: coding & testing
Creating fund/account guidelines documentation by reviewing IMA, fund prospectuses or client SLAs.
Working closely with Fund Managers, Risk and Compliance to ensure guidelines adhere to client/fund contracts.
Ensuring proper restriction coding is in firm order management systems.
Testing new and existing investment restrictions and ensuring applicable investment guideline updates are implemented in a timely basis.
**Experience**:
Proven experience within guidelines workflow and/or guidelines documentation experience is required.
Strong understanding of asset classes.
Knowledge of derivatives (futures, swaps, and forwards) needed.
Knowledge of UCITS/ Mutual Funds would be a plus.
The Ocean Partnership is a recruitment and inclusion consultancy dedicated to the investments industry. Our mission is to lead the recruitment of diverse talent and champion the adoption of more inclusive working cultures to help the industry innovate.
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Investment Guidelines Specialist
3 days 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...
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Investment Guidelines Specialist
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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...
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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...
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