Investment Guidelines Analyst (12-Month Contract)
Posted on 2025-03-06
| Category | Accounting Finance |
|---|---|
| Location | Cape Town Region / Cape Town City Centre |
Job Summary
Responsibilities:
Perform pre- trade analysis for all SA and UK funds/portfolios Interpret client guidelines, regulatory rules, and internal restrictions and coding these into Charles River (CRD) and thinkFolio Continually review and improve processes to reduce risk and improve efficiency Be responsible for daily monitoring of global post trade compliance breaches for SA & UK funds/portfolios and reporting these to the relevant departments. This function will be a large part of the role Assist the team with other BAU work Assist with ad hoc tasks and projects, especially the current Charles River implementation
Requirements:
Degree with 3 – 5 years’ relevant experience within an Asset Management company CFA or Investment Management Certificate (IMC) desirable Good knowledge of Regulatory restrictions Excellent understanding of investment products Detailed working knowledge of Charles River or Thinkfolio Attributes we look for in a person are: The ability to build and maintain meaningful relationships A client focused and collaborative approach High conviction and comfortable sharing opinions Ability to analyze, interpret and assimilate information
Investment Guidelines Analyst (12-Month Contract) position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2025-03-06 in the Accounting Finance category
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