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- Tasks: Review and code investment guidelines, ensuring accuracy and compliance.
- Company: Join Insight Investment, a leading asset manager with a collaborative culture.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make an impact in investment management while working with top professionals.
- Qualifications: 5+ years in investment management and strong knowledge of compliance systems required.
- Other info: Opportunity for career growth and to work on innovative projects.
The predicted salary is between 36000 - 60000 £ per year.
Insight Investment are looking for a Guideline Coding Analyst to join the Guideline Management team, sitting within the Investment Operations division. The Guideline Management team are responsible for the implementation, coding and monitoring of investment guidelines. The team are 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 Coding Analyst will primarily be responsible for reviewing investment guidelines following their execution and for the coding of pre/post-trade investment restrictions into thinkFolio and other coding systems.
Role Responsibilities- Build a detailed knowledge of thinkFolio and other core coding systems.
- Ensure client mandates and fund guidelines 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.
- Support the team with the management of coding cases via our workflow tool, ensuring cases are escalated where applicable.
- Ensure queries from across the business are answered in a timely and accurate manner.
- Manage the team mailbox and attend daily team calls to allocate work amongst the team.
- Understand the various regulatory, house and Fund Manager coding requirements and implement such rules where requested.
- Ownership of Guideline Management projects such as coding recertifications and process automation initiatives.
- Maintain team procedures, policies, and other reference documents.
- Report non-automated investment restrictions to the relevant parties and actively aim to reduce these over time.
- Build solid working relationships with internal parties including Fund Managers, Legal, Risk, Client Directors, Dealers etc.
- Escalate incidents/system issues to senior management and other relevant teams.
- 5+ years' experience in the investment management industry, using investment compliance systems (thinkFolio, Charles River, Sentinel etc) mandatory.
- Strong knowledge of fixed income securities and derivatives.
- Proficient in using Microsoft Excel, Word, and PowerPoint.
- Strong ownership of role and responsibilities.
- Excellent attention to detail.
- 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.
- Strong numerical and analytical skills.
- Excellent organisational skills, with a proven ability to multitask and prioritise.
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.
Guideline Coding Analyst (London) employer: Insight Investment Group
Contact Detail:
Insight Investment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Guideline Coding Analyst (London)
✨Tip Number 1
Get to know the company inside out! Research Insight Investment, their values, and their recent projects. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for interviews by practising common questions related to guideline coding and investment management. Use the STAR method to structure your answers, showcasing your experience and problem-solving skills effectively.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email reiterating your interest in the role can leave a lasting impression. And remember, apply through our website for the best chance at landing that Guideline Coding Analyst position!
We think you need these skills to ace Guideline Coding Analyst (London)
Some tips for your application 🫡
Know the Role Inside Out: Before you start writing your application, make sure you understand what a Guideline Coding Analyst does. Dive into the job description and highlight the key responsibilities and skills required. This will help us see that you’re genuinely interested and have done your homework!
Tailor Your CV and Cover Letter: Don’t just send a generic CV! Tailor your CV and cover letter to reflect how your experience aligns with the role. Use keywords from the job description to show us you’re a perfect fit for the team. We love seeing candidates who take the time to personalise their applications.
Show Off Your Skills: Make sure to highlight your relevant skills, especially those related to investment compliance systems like thinkFolio. If you’ve got experience with fixed income securities or derivatives, shout about it! We want to know how you can contribute to our team right from the get-go.
Apply Through Our Website: When you’re ready to submit your application, do it through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy and straightforward – just follow the prompts!
How to prepare for a job interview at Insight Investment Group
✨Know Your Stuff
Make sure you have a solid understanding of thinkFolio and other coding systems mentioned in the job description. Brush up on your knowledge of investment compliance systems and be ready to discuss how you've used them in your previous roles.
✨Show Off Your Attention to Detail
Since accuracy is key in this role, prepare examples that showcase your attention to detail. Think of times when your meticulousness helped avoid errors or improved processes, and be ready to share these during the interview.
✨Engage with Confidence
You’ll be working closely with various teams, so practice engaging confidently with different stakeholders. Prepare questions that show your interest in their work and how you can contribute to the team’s success.
✨Demonstrate Problem-Solving Skills
Be ready to discuss specific challenges you've faced in your previous roles and how you approached solving them. Highlight any innovative solutions you implemented, especially those related to coding or investment guidelines.
