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Portfolio Guideline Monitoring Analyst

Fund / Investment / Portfolio Manager Jobs, Business & Systems Analysis Jobs, Data Analysis / Admin / Management Jobs
Job Type:
£40,000 to £50,000 per annum
Salary Description:
£40000 - £50000 per annum
Start Date:
Job Ref:

Prestigious Asset Management House seeks a high calibre individual with excellent analytical ability, proven knowledge of the  regulatory environment and significant investment management experience to join this busy and high profile portfolio monitoring business area.

Previous experience will be focussed on portfolio compliance and a strong working knowledge of a wide range of investment types to include equities, fixed income and derivatives is essential.  This knowledge will be complemented by practical experience of monitoring investment guidelines, and coding investment restrictions into a compliance monitoring system.  Sentinel experience will be strongly preferred, and a good understanding of the regulatory requirements for UCITS is highly desirable.

Applicants will have superior academics, an investment compliance background and excellent knowledge of the regulatory environment.  

This role will suit a confident self-starter with a pro-active approach, inquisitive mind and strong controls focus. Excellent communication and stakeholder management skills are essential.

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