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

We have a great opportunity to join us in our Operations team as a Mandate Monitoring Analyst where you’ll play a key role in supporting the Front Office.

You’ll help monitor client and regulatory rules across RLAM portfolios, working closely with top fund managers and gaining high exposure to the Front Office.

This is a fantastic chance to build your career, whether you’re starting out or bringing some experience. Our team are committed to your development, offering the opportunity to study towards IMC or CFA within your first year, giving you a strong foundation for a long-term career.

About the role

• Undertake Pre- and Post-Trade monitoring of all RLAM portfolios using our existing Order Management System: Aladdin – investigating potential breaches.
• Conduct regulatory disclosures for takeovers (FCA, Takeover Panel) and large shareholdings (SEC)
• Interpret, code and test applicable rules for our portfolios using industry best practices and feedback from the business
• Support our fund launch process by working with Investment Support, Derivative Operations, Distribution, the Front Office and many more teams
• Work with our Trustees & Depositories to ensure that potential breaches are reported, classified and investigated appropriately.

About you

• An industry related degree such as Maths, Finance or equivalent.
• Up to 1-2 years of experience within the Investment Management or related service provider industry desirable but not essential.
• thinkFolio, Aladdin, Charles River or other Order Management System experiences would be desirable, but not essential.
• Some historical coding experiences, exposures and interest.
• Highly numerate, good problem solving skills.
• Keen, inquisitive and a good communicator
• Good rapport and relationship building ability
• Achievement of or willingness to study for IMC levels 1 and 2.

About Royal London Asset Management

Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients’ capital, exercising their rights and influencing positive change.

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits

Inclusion, diversity and belonging

We’re an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.