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Portfolio Governance Expert
1 week ago
Fidelity International's General Counsel Shared Services function is a global centre of expertise, currently being built out in Dalian and India. This team provides operational support and services to the General Counsel function, covering three key verticals: Reporting and Systems, Operations, and Investment Compliance.
The Portfolio Monitoring team is responsible for performing EOD portfolio compliance monitoring and coding portfolio restrictions and investment guidelines in the compliance monitoring system. This role requires a strong understanding of portfolio monitoring processes, including the interpretation of client investment management agreements.
- Support the Global Investment Compliance Team in review, analysis and advice on investment guidelines
- Liaise with the broader Investment Compliance colleagues globally to ensure correct interpretation of investment restrictions coded on the compliance system
