Guideline Coding Analyst

2 days ago


London, Greater London, United Kingdom Insight Investment Full time

Insight Investment is looking for a Guideline Coding Analyst to join the Guideline Management team in London. The Guideline Management team is responsible for the implementation, coding and monitoring of investment guidelines. The team is integral to front office processes and are sat amongst the fund management team and client solutions group, working closely with them to ensure guidelines are operationally sound and that investment risk limits are adhered to.

The Guideline Management Analyst will be responsible for reviewing investment guidelines following their execution and take responsibility for the coding of pre/post-trade investment restrictions into both thinkFolio and an Insight built compliance engine. They will also be responsible for the post-trade monitoring across all of Insight's LDI clients and will be required to support the fund management team in resolving any incidents.

Role Responsibilities
  • Build a detailed knowledge of our compliance systems, understanding the various risk limits and the coding capabilities
  • Ensure all new mandates/amendments are coded into systems within the agreed timeframes with a high level of accuracy
  • Work closely with the Fund Managers and Client Directors to ensure that coding has been accurately interpreted and signed off within the appropriate timeframe
  • Ensure client guideline queries from across the business are answered in a timely and accurate manner
  • Complete post trade monitoring of incidents generated by the compliance systems, ensuring incidents are proactively escalated and recorded in the relevant systems
  • Provide front office teams with daily Excel based reports on exposure monitoring
  • Support the fund managers with ad-hoc queries related to intraday incidents or general use of the compliance systems
  • Liaise with various internal parties including Fund Managers, Legal, Risk, Client Directors, Dealers etc.
Experience Required
  • Experience within a Guideline Management role is desirable
  • Experience within the asset management sector
  • Proficient in using Microsoft Excel, Word, and PowerPoint
  • Strong understanding of fixed income securities
  • Looking to complete/completed IMC or CFA
  • Strong ownership of role and responsibilities
  • Innovative approach to problem solving
  • Proactive, self-starter, energetic and enthusiastic individual
  • Confidence to engage with a variety of people from around the business, including Client Directors, Fund Managers, Dealers, Operations etc.

Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com

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. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities.

Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: www.insightinvestment.com

Seniority level

Associate

Employment type

Full-time

Job function

Analyst and Finance

Industries

Investment Management and Financial Services

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