As a growing business, the requirement for more sophisticated investment analysis, reporting and governance has grown with it. Therefore, this is a new role within the Performance & Risk team.
- To monitor funds and mandates compliance with investment restrictions on thinkFolio
- Look for ways to enhance the current process the team carries out to ensure all funds and mandates operate within guidelines and reduce the amount of time this requires
- To manage investment guideline incidents and potential breaches directly with portfolio managers and third parties e.g. trustees and ensure appropriate reporting and MI is produced
- To code investment restrictions on new accounts and update existing portfolios with any changes and to keep abreast of changes to the way funds and mandates are managed
- Conduct various investment monitoring checks on a daily, weekly, monthly or quarterly basis
- Proactive individual with experience of monitoring restrictions for an asset management house
- Organisational and planning skills
- Well-developed interpersonal skills
Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.Report this job
"Office Assistant jobs in London"
'Saved search name'