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Front Office Portfolio Guideline and Investment Control Analyst - Hedge Fund

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2021-12-03 07:38:28

Job location Barkingside, Greater London, United Kingdom

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Typical duties will include but not limited to;

  • Management of Charles River Investment Management System (CRIMS) daily portfolio, pre and post trade alerts
  • Onboarding new funds, negotiating investment guidelines
  • Analysis of monitoring capabilities in CRIMS
  • Translate investment restrictions and regulation into coding in CRIMS
  • Ownership of rule library and coding
  • Support ongoing development of CRIMS, upgrades and enhancements
  • Provision of practical guidance of global regulatory investment restrictions such as Lux UCITS, Lux SIF, German UCITS, US 1940 ACT
  • Advising Portfolio Managers on the resolution of investment guideline breaches and trading issues
  • Implementing controls and supporting further enhancement to mitigate risk

The right candidate for this role will be enticed by the opportunity to work directly with multiple Portfolio Managers. The chance of working across different strategies and asset classes on investment controls and guideline monitoring will be exciting. Equally, the faster pace and the ability to work independently, will be an environment in which the candidate performs best.

Experience considered;

  • Strong knowledge of CRIMS
  • Experience of dealing with high volume pre and post trade alerts
  • Coding and translating investment restrictions
  • Working and advising Portfolio Managers directly on portfolio guidelines
  • Understanding of IMA and negotiating investment guidelines
  • Strong asset class knowledge
  • Experience across multiple investment strategies
  • Proven track record of working in fast paced environment, managing multiple alerts independently

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