Portfolio Surveillance Analyst

Job type:
Start date:
3 months
Resource Solutions - GSC
Published at:
flag_no United Kingdom
Project ID:

This project has been archived and is not accepting more applications.
Browse open projects on our job board.

Role: Portfolio Surveillance Analyst

Location: London

Initial 3m Contract

Daily Rate: Competitive - PAYE

Role and Responsibilities:

  • Review of client guideline prospectus
  • Support compliance system enhancement & clean-up initiatives (Sentinel/Aladdin)
  • Data requirements analysis and testing; compliance rule analytic requirement definition and testing
  • Build a new central repository for fund/account information
  • Review and update of guidelines summaries

Key Skills and Experience:

  • Previous experience of guideline/portfolio compliance related project work is mandatory
  • Strong knowledge of guideline sources: IMAs, Prospectus, regulatory framework, business operational rules
  • Strong knowledge of compliance rule systems (eg Sentinel/Charles River/Aladdin)
  • Strong knowledge of Office pack, eg Excel (formulas, pivot, etc.)
  • Analysis, interpretations, coding and testing with high degree of consistency and integrity
  • Working effectively to a process to meet project objectives and timelines
  • Aladdin specific compliance monitoring/coding experience is a big advantage

Additional Requirements:

  • Excellent communication skills - written and verbal
  • Eligible to work in the UK without the need of visa support/sponsorship

If this position is of interest, please submit your full CV for consideration. Please note we're unable to accept direct communication at this time, if your profile has been shortlisted a member of the team will be in contact within 72 hours of application. Thank you for your patience.