Portfolio Compliance Lead Analyst, Client Ops (12 Mo)

Schroders; Horsham; On-site; GBP 60,000 - 90,000; Full time

Job summary

Schroders is seeking a Client Operations Lead Analyst for 12 months in Horsham, focusing on Investment Restriction compliance and oversight. You will manage pre- and post-trade mandate restriction monitoring across multiple asset classes, and deliver timely, high-quality analysis and queries.

The role requires strong problem solving, client management, and collaboration with global teams to enhance control environments. Experience with Aladdin and investment guidelines is essential.

Qualifications

• Experience in investment guidelines monitoring and implementation.
• Strong regulatory and risk awareness in asset management.
• Ability to influence cross-functional teams to deliver high-quality service.

Responsibilities

• Oversee daily screening and override processes for investment restrictions.
• Coordinate with Investment desks, Product, and Client Executives across asset classes.
• Support onboarding of guidelines and changes on the Aladdin platform and review coding by teammates.
• Lead in audits and respond to regulator/client queries with timely deliverables.
• Coach junior team members and drive continuous improvement of controls.

Skills

Investment restrictions

Aladdin

Excel

SQL

Stakeholder engagement

Leadership

Tools

Aladdin

SQL

Microsoft Office

Job description

Schroders is seeking a Client Operations Lead Analyst for 12 months in Horsham, focusing on Investment Restriction compliance and oversight. You will manage pre- and post-trade mandate restriction monitoring across multiple asset classes, and deliver timely, high-quality analysis and queries.

The role requires strong problem solving, client management, and collaboration with global teams to enhance control environments. Experience with Aladdin and investment guidelines is essential.