Investment Governance Expert

6 days ago


Gurgaon, Haryana, India FIDELITY INTERNATIONAL Full time
About Fidelity International
Fidelity International is a leading provider of investment solutions, with a global presence. Our General Counsel Shared Services Team plays a critical role in supporting our business operations, ensuring compliance with regulatory requirements and maintaining the highest standards of governance. We are seeking an experienced professional to join our Portfolio Monitoring team, which is responsible for performing EOD portfolio compliance monitoring for all retail and institutional products globally managed by Fidelity.

The successful candidate will be responsible for coding portfolio restrictions and investment guidelines in the compliance monitoring system, providing compliance guidance and support to Fidelity's investment professionals, including Portfolio Managers across all asset classes. They will work closely with the broader Investment Compliance colleagues globally to ensure that investment restrictions coded on the compliance system are correctly interpreted.

The ideal candidate will have 7 years of experience in working in the investment management industry, preferably in investment compliance, and of investment products. Strong knowledge of portfolio monitoring processes, including the interpretation of client investment management agreements, is essential. The candidate should be a strategic thinker, possess strong facilitation and data gathering skills, and be effective in problem-solving, with attention to detail and ability to work to tight deadlines under pressure. CFA or Bachelor of Business or Commerce preferred. ],

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