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SUMMARY:
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POSITION INFO:
About the team: The Investment Guidelines Analyst would form part of a team that consist of three areas: investment restrictions maintenance in order management system, 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. 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. Responsibilities: Perform pre-trade analysis for all SA and UK funds/portfolios Interpret client guidelines, regulatory rules, and internal restrictions and coding these into Charles River (CRD) and thinkFolio Continually review and improve processes to reduce risk and improve efficiency Be...