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Investment Guidelines Specialist
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Investment Guidelines Specialist
1 month ago
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Investment Guidelines Specialist
1 month ago
London, Greater London, United Kingdom Insight Investment Full timeJob Title: Guideline Coding AnalystJoin Insight Investment, a leading asset manager, as a Guideline Coding Analyst and play a crucial role in ensuring the operational soundness of investment guidelines.About the Role:The Guideline Management team is responsible for implementing, coding, and monitoring investment guidelines. As a Guideline Coding Analyst, you...
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Investment Risk Specialist
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Investment Guidelines Specialist
3 weeks ago
London, Greater London, United Kingdom Insight Investment Full timeJob Title: Guideline Coding AnalystJoin Insight Investment, a leading asset manager, as a Guideline Coding Analyst and play a crucial role in the implementation, coding, and monitoring of investment guidelines. Our team is responsible for ensuring that investment risk limits are adhered to, and we are seeking a detail-oriented and proactive individual to...
Investment Specialist
2 months ago
We are seeking a highly skilled Investment Specialist to join our team at an undisclosed company. As an Investment Specialist, you will play a key role in assisting clients with their financial planning and investment needs.
Key Responsibilities- Assist in the preparation of periodic client portfolio reports, covering performance, exposures, and transactions in detail.
- Drive the development of automated reporting systems to improve efficiency and accuracy.
- Conduct financial planning analysis for client portfolios and suggest investment actions that align with client objectives.
- Produce analyses for multi-asset class client portfolios, covering key exposures, including market betas, liquidity, currency, and geography.
- Strong academic background in a relevant field.
- 1-5 years' experience in a role that includes financial modeling.
- Exposure to Wealth Management, including financial planning for private clients, is advantageous but not essential.
- Strong understanding of the private banking and asset management market.
- Inquisitive character with a demonstrated desire to continue learning and improving in relevant fields.
- Understanding of portfolio construction and asset allocation.
- Applied knowledge of financial theories and investment solutions.
We are a leading company in the financial services industry, dedicated to providing innovative solutions to our clients. Our team is passionate about delivering exceptional results and building long-term relationships with our clients.
