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Mason Blake

Portfolio Guideline Monitoring Analyst (FTC)

London Full-Time 36000 - 60000 £ / year (est.) No home office possible

Job details

Location : London

Date Posted : 2 October 2020

Category : Operations

Job Type : Permanent

Job ID : (Job ID)

Description

Our client is a prestigious name in global investment management. Due to increased workload, they are now looking to recruit a Portfolio Guideline Monitoring Analyst to join their Portfolio Services team.

The Portfolio Guideline Monitoring Analyst will take responsibility for the following duties:

Providing the investment teams with the data, controls and support necessary to ensure that their investment intent is compliant with regulatory requirements.
Reviewing investment management agreements and evaluating client guidelines.
Maintaining the guideline monitoring system.
Providing pre-trade and post-trade guideline support for investors.
Developing a deep understanding of guideline strategies relative to client guidelines and regulatory requirements.

The Portfolio Guideline Monitoring Analyst will meet the following criteria:

Knowledge of all investment products, including equities and fixed income.
Prior experience in investment guidelines or working in a compliance monitoring role.
2 years’ experience within the investment management sector.
Highly organised with a meticulous eye for detail.

This is an excellent opportunity for candidates with strong backgrounds within the Investment Management sector to join a high performing team at a leading investment management house.

If you believe your background meets the criteria, please apply with a copy of your CV.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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Portfolio Guideline Monitoring Analyst (FTC) employer: Mason Blake

As a leading name in global investment management, our client offers a dynamic work environment in London that fosters professional growth and development. Employees benefit from a collaborative culture that values meticulous attention to detail and compliance, alongside opportunities for career advancement within a high-performing team. With a commitment to diversity and equal opportunities, this prestigious firm is an excellent employer for those seeking meaningful and rewarding careers in the investment sector.