Front Office Mandate Monitoring Analyst

Royal London; Greater London; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

28 days annual leave plus bank holidays

Up to 14% employer matching pension scheme

Private medical insurance

Job summary

A leading fund management company in Greater London seeks a Mandate Monitoring Analyst to join its Operations team. In this role, you will monitor client and regulatory rules across portfolios and collaborate with fund managers. Ideal candidates will possess a relevant degree and may have 1-2 years of experience within Investment Management. This opportunity emphasizes professional growth, offering support towards the IMC or CFA qualifications. Excellent numeracy and relationship-building skills are essential.

Qualifications

• Industry-related degree such as Maths, Finance, or equivalent is required.
• Up to 1-2 years of experience in Investment Management or a related field is desirable.
• Willingness to study for IMC levels 1 and 2 is required.

Responsibilities

• Undertake Pre- and Post-Trade monitoring of RLAM portfolios using Aladdin.
• Conduct regulatory disclosures for takeovers and large shareholdings.
• Interpret and code applicable rules for portfolios using industry best practices.

Skills

Analytical skills

Relationship building

Problem-solving skills

Numeracy

Communication skills

Education

Industry related degree (Maths, Finance or equivalent)

Tools

Aladdin

thinkFolio

Charles River

Job description

A leading fund management company in Greater London seeks a Mandate Monitoring Analyst to join its Operations team. In this role, you will monitor client and regulatory rules across portfolios and collaborate with fund managers. Ideal candidates will possess a relevant degree and may have 1-2 years of experience within Investment Management. This opportunity emphasizes professional growth, offering support towards the IMC or CFA qualifications. Excellent numeracy and relationship-building skills are essential.