Guideline Coding Specialist

2 weeks ago


London, Greater London, United Kingdom Insight Investment Full time

Job Title: Guideline Coding Specialist

Job Summary:

The Guideline Coding Specialist will be responsible for reviewing and coding investment guidelines into thinkFolio. This role requires a strong understanding of thinkFolio and the ability to work closely with fund managers and client directors to ensure accurate coding and timely implementation.

Key Responsibilities:

  • Build a detailed knowledge of thinkFolio and its coding capabilities.
  • Ensure all new mandates and amendments are coded into systems within agreed timeframes with high accuracy.
  • Work closely with fund managers and client directors to ensure coding has been accurately interpreted and signed off within the appropriate timeframe.
  • Answer client guideline queries from across the business in a timely and accurate manner.
  • Support fund managers with ad-hoc queries related to general use of compliance systems.
  • Continuously engage with IT to evolve systems and reduce non-automated investment restrictions.
  • Liaise with various internal parties, including fund managers, legal, risk, client directors, and dealers.
  • Involve in guideline management projects and proactively devise ways to reduce operational risk and increase process efficiency.
  • Produce management information related to coding processes and escalate incidents or breaches to senior management.

Requirements:

  • Strong ownership of role and responsibilities.
  • Innovative approach to problem-solving.
  • Proactive, self-starter, energetic, and enthusiastic individual.
  • Confidence to engage with various people from around the business.
  • Attention to detail.
  • Strong numerical skills.
  • Excellent organisational skills, 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, maths, or similar.
  • Experience within the investment management industry is desirable.

About Insight Investment:

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. We take responsible investment seriously and are committed to delivering both investment performance and growth in assets under management.

Why Join Us:

At Insight Investment, we offer a collaborative and dynamic work environment that values innovation, teamwork, and excellence. We are committed to attracting and retaining top talent and offer a range of benefits and opportunities for professional growth and development.



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