Job Description

You will play a crucial role in overseeing and analysing the performance of investment managers and service providers portfolios to ensure compliance with regulatory guidelines and client expectations. This position requires a deep understanding of financial markets, investment instruments, and a keen eye for data analysis.Key Duties and Responsibilities:

• Carrying out periodic reviews of asset managers and service providers
• Implementing and helping to develop company investment monitoring programme.
• Identify where licensee directed investment applies and make necessary arrangements.
• Client and service provider liaison.
• Generate comprehensive and accurate reports on Investment, Asset Manager and Service provider reviews.
• Assisting the business on investment related matters.
• Staying abreast of industry regulations and investment markets.
• Investment dealing/approval.
• Member Directed application approval.
• Attending Investment Committee Meetings.

Requirements:

• A Degree level qualification in Finance, Investment, Economics, Business, or a related field.
• Advanced Degrees (CFA, MBA) are desirable.
• Strong quantitative and qualitative analytical skills with the ability to interpret complex financial data.
• Proficient in using investment performance tools, data analytics software, and MS Excel.
• Excellent written and verbal communication skills to convey complex financial concepts in a clear and concise manner.
• Meticulous attention to detail and accuracy in financial reporting and analysis.
• Ability to work collaboratively with cross-functional teams, including portfolio managers, risk analysts, and client services.
• In-depth understanding of financial services, investment products, and regulatory frameworks.
• Proven ability to identify and solve complex problems in a dynamic and fast-paced environment.

To apply, submit a detailed CV to:

JobPlacements.com