Investment Guidelines Specialist

4 hours ago


London, Greater London, United Kingdom Insight Investment Full time

About the Role

We are seeking a highly skilled Investment Guidelines Specialist to join our team in London. As an Investment Guidelines Specialist, you will play a critical role in implementing and coding investment guidelines for our clients.

Your primary responsibility will be to review and code pre- and post-trade investment restrictions into thinkFolio and other systems with high accuracy.

You will work closely with Fund Managers and Client Directors to ensure that coding is accurately interpreted and signed off within agreed timeframes.

The successful candidate will have strong analytical skills, attention to detail, and excellent communication skills to effectively collaborate with internal teams.

Key Responsibilities

  • Develop a deep understanding of thinkFolio and other core coding systems.
  • Coding client mandates and fund guidelines into systems within agreed timeframes with high accuracy.
  • Work collaboratively with Fund Managers and Client Directors to ensure accurate coding interpretation and sign-off.
  • Manage coding cases via our workflow tool and escalate where necessary.
  • Answer queries from across the business in a timely and accurate manner.
  • Manage the team mailbox and attend daily team calls to allocate work among the team.
  • Understand regulatory, house, and Fund Manager coding requirements and implement rules as requested.
  • Owning Guideline Management projects such as coding recertifications and process automation initiatives.
  • Maintain team procedures, policies, and reference documents.
  • Report non-automated investment restrictions to relevant parties and aim to reduce them 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.

Salary Range: £60,000 - £80,000 per annum, depending on experience.

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.

We manage assets across our core liability-driven investment, risk management, full-spectrum fixed income, currency, and absolute return capabilities.

Our global network spans the UK, Ireland, Germany, US, Japan, and Australia. Learn more about Insight Investment at www.insightinvestment.com.



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