Investment Guidelines Analyst

2 days ago

Claremont, South Africa Conova Full time

We have an exciting opportunity for a Investment Guidelines Analyst to join our team. The team plays a major role in the investment process.

**Key Responsibilities**:

- Pre-trade analysis for all SA and UK funds/ portfolios. This will be on an infrequent basis or provide cover when necessary.
- Continually review and improve processes to reduce risk and improvement efficiency.
- Daily monitoring of post trade compliance breaches for UK funds/ portfolios and reporting these to the relevant departments. This function will be large part of the role.
- Assisting the team with other BAU work
- Assisting with ad hoc tasks and projects
- Interpreting client guidelines, regulatory rules, and internal restrictions and coding these into thinkFolio
**Risk & Compliance Responsibilities**:

- Adhering to the Code of Ethics and related policies, including personal account dealing, gifts market abuse, etc
- Ensuring Compliance training, declarations and relevant forms are completed on a timely basis
- Ensuring that firm and client data and property, including IT data are properly protected
- Reporting any possible and actual breaches, errors, complaints or conduct issues
- Reporting any suspicion that a client, investor, or employee may be involved in money laundering, fraud or other crime such as market abuse.
- Newly Qualified CA (SA) with asset management audit exposure/Degree within 4-5 years relevant experience within an Asset Management company
- CFA or IMC desirable
- Good knowledge of Regulatory restrictions
- Excellent understanding of investment products
**System Skills**:

- Detailed working knowledge of Thinkfolio or Charles River
- Bloomberg
**Personal Attributes**:

- Able to multi-task, work to tight deadlines and cope under pressure
- Attention to detail and high level of accuracy
- Excellent interpersonal and communication skills
- Flexible work attitude
- Team Player

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