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A leading Asset Manager are looking for a Junior Investment Risk Oversight Analyst to join their growing team in London. This would suit someone with 6 months + experience within an Asset Manager, undertaking an Investment Compliance or Risk role. There will be a strong preference for those who are on a short notice period or immediately available.
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