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- Tasks: Join our team to code and monitor investment guidelines with precision.
- Company: Insight Investment is a leading investment firm based in London, focused on client solutions.
- Benefits: Enjoy a collaborative work environment and opportunities for professional growth.
- Why this job: Be part of a dynamic team that directly impacts investment strategies and risk management.
- Qualifications: Ideal candidates are detail-oriented, tech-savvy, and have a passion for finance.
- Other info: This role offers exposure to fund management and client interactions.
The predicted salary is between 36000 - 60000 £ per year.
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
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:
Seniority level
Associate
Employment type
Full-time
Job function
Analyst and Finance
Industries
Investment Management and Financial Services
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Guideline Coding Analyst employer: Insight Investment
Contact Detail:
Insight Investment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Guideline Coding Analyst
✨Tip Number 1
Familiarize yourself with thinkFolio and other coding systems before applying. Understanding how these tools work will not only help you in the interview but also show your proactive approach to the role.
✨Tip Number 2
Network with professionals in the investment management field, especially those who work with guideline coding. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed coding cases or similar tasks in previous roles. Highlighting your experience with accuracy and timeliness will resonate well with the hiring team.
✨Tip Number 4
Stay updated on industry trends and regulations that impact investment guidelines. Showing your knowledge during the interview can set you apart as a candidate who is genuinely interested in the field.
We think you need these skills to ace Guideline Coding Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Guideline Coding Analyst. Familiarize yourself with investment guidelines, coding systems like thinkFolio, and the importance of accuracy in this role.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that align with the job description. Emphasize any previous work with coding systems, investment guidelines, or collaboration with fund managers.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and your enthusiasm for working with Insight Investment. Mention specific experiences that demonstrate your ability to manage coding cases and work within tight deadlines.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial for this position.
How to prepare for a job interview at Insight Investment
✨Know Your Coding Systems
Make sure to familiarize yourself with thinkFolio and other coding systems mentioned in the job description. Being able to discuss your experience or knowledge of these systems will show that you're prepared and understand the technical requirements of the role.
✨Demonstrate Attention to Detail
Since accuracy is crucial for coding investment guidelines, be ready to provide examples from your past experiences where your attention to detail made a significant impact. This could involve discussing specific projects where you ensured high levels of accuracy under tight deadlines.
✨Collaborative Mindset
Highlight your ability to work closely with Fund Managers and Client Directors. Prepare to share instances where you successfully collaborated with different teams to achieve a common goal, as this role requires strong teamwork skills.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific situations related to coding and guideline management. Think about potential challenges you might face in this role and how you would address them, demonstrating your problem-solving skills.
