Investment Guidelines Analyst 12 month contract

Recruiter:

Rory Mackie & Associates

Job Ref:

2220245359

Date posted:

Saturday, June 25, 2022

Location:

Cape Town, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

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/investment management auditing experience
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

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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Investment Guidelines Analyst 12 month contract

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