Investment Portfolio Specialist

1 day ago


London, Greater London, United Kingdom Mason Blake Full time
Job Overview

Mason Blake is seeking a skilled Investment Portfolio Specialist to monitor investment portfolios and ensure compliance with regulatory requirements.

Responsibilities
  • Developing a deep understanding of guideline strategies relative to client guidelines and regulatory requirements
  • Collaborating with investment teams to provide data, controls, and support necessary for compliance
  • Reviewing investment management agreements and maintaining the guideline monitoring system
Skills and Qualifications
  • Experience in investment guidelines or compliance monitoring
  • Strong knowledge of investment products, including equities and fixed income
  • Highly organized with excellent analytical skills
Benefits and Compensation

A competitive salary and benefits package is offered, including an estimated annual salary of £65,000 - £85,000, depending on experience.



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