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Investment Monitoring Manager
1 week ago
We are seeking an experienced professional to join our Portfolio Compliance Monitoring team as a Compliance Specialist. As a key member of this team, you will be responsible for performing EOD portfolio compliance monitoring and coding portfolio restrictions and investment guidelines in the compliance monitoring system.
This role requires a high level of attention to detail and ability to work to tight deadlines under pressure. You will need to have a strong understanding of portfolio monitoring processes, including the interpretation of client investment management agreements, and experience working in the investment management industry.
- Perform EOD portfolio compliance monitoring for all retail and institutional products globally managed by FIL
- Develop and maintain effective procedures and controls for compliance monitoring