Investment Guidelines Analyst 12 month contract

SUMMARY:
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POSITION INFO:

The role of the Investment Guideline Management team is to ensure that our client does not breach their clients mandate and regulatory guidelines. The team plays a major role in the investment process.

The team consists of three areas: investment restrictions maintenance in thinkFolio, pre- trade rule analysis and post trade incident analysis. The role will involve frequent and close liaison with stakeholders of all levels, in both front and middle office environments, and requires a candidate who is committed to teamwork and a can-do attitude.

Key Responsibilities:

• Pre- trade analysis for all SA and UK funds/portfolios. This will be on an infrequent basis or provide cover when necessary.
• Continually review and improve processes to reduce risk and improve efficiency
• Daily monitoring of post trade compliance breaches for UK funds/portfolios and reporting these to the relevant departments. This function will be a large part of the role
• Assisting the team with other business as usual (BAU) work
• Assisting with ad hoc tasks and projects
• Interpreting client guidelines, regulatory rules, and internal restrictions and coding these into thinkFolio

Requirements:

• Newly Qualified CA(SA) with asset management audit exposure with 4 – 5 years’ relevant experience within an Asset Management company.
• CFA or IMC desirable
• Good knowledge of regulatory restrictions
• Excellent understanding of investment products

System Skills:

• Detailed working knowledge of Thinkfolio or Charles River
• Bloomberg

Personal Attributes:

• Able to multi-task; work to tight deadlines and cope under pressure
• Attention to detail and high level of accuracy
• Excellent interpersonal and communication skills
• Flexible work attitude
• Team player

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