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Investment Guidelines associate
1 week ago
Responsibilities:
Coding
- New account coding, reviews & revisions including onboarding activities.
- Review new data analytics and update compliance platforms
- Understand and setup rules as per ratings agencies
- Identification of coding issues.
- Maintenance of Legal & Compliance approved & restricted lists.
- Counterparty maintenance.
- Work on Rule coding standardization across supported regions.
- Perform periodic reviews of account coding to ensure accuracy & consistency.
Monitoring
- Posttrade violation investigation & resolution
- Classification of Active v/s Passive breach
- Assistance with Client certifications/ attestations.
- Additional review of regulatory breaches around UCITS and 1940 ACT regulations
- Classification of Fund Portfolio investments
- Manual test execution as per defined periodicity.
- Perform Annual account review
- Coordinating with Portfolio managers and Investment specialists for fund breaches
- 25 years of work experience of Portfolio Guidelines Coding/ Monitoring.
- Professional level understanding of 1940 Act, UCITS Regulations or ERISA will be added advantage.
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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