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For Companies At a Glance
- Tasks: Join our team to ensure investment compliance and support investment strategies.
- Company: Work with a prestigious global investment management firm.
- Benefits: Gain experience in a high-performing team with growth opportunities.
- Why this job: Perfect for detail-oriented individuals passionate about investment management and compliance.
- Qualifications: 2 years in investment management; knowledge of equities and fixed income required.
- Other info: Mason Blake is an equal opportunities employer, welcoming diverse applicants.
The predicted salary is between 43200 - 72000 £ per year.
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.
Apply for this job
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Portfolio Guideline Monitoring Analyst (FTC) employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Guideline Monitoring Analyst (FTC)
✨Tip Number 1
Familiarize yourself with the specific investment products mentioned in the job description, such as equities and fixed income. This knowledge will not only help you understand the role better but also demonstrate your commitment and expertise during the interview.
✨Tip Number 2
Research the regulatory requirements relevant to portfolio management and compliance monitoring. Being able to discuss these regulations confidently will show that you are proactive and well-prepared for the responsibilities of the role.
✨Tip Number 3
Network with professionals in the investment management sector, especially those who have experience in compliance roles. They can provide valuable insights and may even refer you to opportunities within their organizations.
✨Tip Number 4
Prepare to discuss your organizational skills and attention to detail during the interview. Use specific examples from your past experiences to illustrate how these traits have helped you succeed in similar roles.
We think you need these skills to ace Portfolio Guideline Monitoring Analyst (FTC)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Portfolio Guideline Monitoring Analyst. Familiarize yourself with investment management concepts and compliance monitoring to tailor your application effectively.
Highlight Relevant Experience: In your CV, emphasize your experience in investment guidelines or compliance monitoring roles. Mention specific projects or tasks that demonstrate your knowledge of investment products and attention to detail.
Craft a Tailored Cover Letter: Write a cover letter that specifically addresses the job description. Explain how your background aligns with the requirements and express your enthusiasm for joining a prestigious investment management firm.
Proofread Your Application: Ensure that your CV and cover letter are free from errors. A meticulous eye for detail is crucial for this role, so your application should reflect that quality. Consider asking a friend to review your documents before submission.
How to prepare for a job interview at Mason Blake
✨Understand Investment Guidelines
Make sure you have a solid grasp of investment guidelines and compliance requirements. Be prepared to discuss how you've navigated these in your previous roles, as this will demonstrate your expertise and relevance to the position.
✨Showcase Your Attention to Detail
Since the role requires a meticulous eye for detail, come ready with examples from your past work where your attention to detail made a significant impact. This could be in monitoring compliance or reviewing agreements.
✨Familiarize Yourself with the Company
Research the company’s investment strategies and recent developments in their portfolio management. Showing that you understand their approach will help you stand out as a candidate who is genuinely interested in the role.
✨Prepare for Technical Questions
Expect technical questions related to investment products, especially equities and fixed income. Brush up on your knowledge in these areas so you can confidently answer any queries about your experience and understanding.
