Flexible Work, Better Balance
The Investment Guidelines Analyst would form part of a team that consist of three areas: investment restrictions maintenance in order management system, pre- trade rule analysis and post trade incident analysis.
The role will involve frequent and close liaison with stakeholders of all levels, in both front and middle office environments, and requires a candidate who is committed to teamwork and a can-do attitude.
The role of the Investment Guideline Management team is to ensure that our client does not breach their clients mandate and regulatory guidelines. The team plays a major role in the investment process.
Responsibilities Perform pre-trade analysis for all SA and UK funds/portfolios Interpret client guidelines, regulatory rules, and internal restrictions and coding these into Charles River (CRD) and think Folio Continually review and improve processes to reduce risk and improve efficiency Be responsible for daily monitoring of global post...