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Monitoring Analyst

London, Greater London, England


Job Duties:Portfolio Monitoring ReportingEnsuring the monitoring of all IMA/Regulatory/client guidelines for funds under individual responsibility are captured in Portfolio Monitoring systemsOn-going maintenance and improvement of the portfolio monitoring processes with a focus on standardisation and automationTimely daily review of all breaches and accurate interpretationTimely escalation and resolution of portfolio breaches and fund manager warnings.Timely and complete production and distribution of breach reportsEnsuring the Head of Portfolio Monitoring is kept informed of all progress and issuesQuestion and challenge contradictory/inappropriate guideline proposals/amendments with IB/CRM’s etc.Liase with relevant business areas to agree and maintain timetables for specific desk reviews of current guidelines.Forming and maintaining effective working relationships with Portfolio Monitoring team members and other Risk analystsMaintaining an open and effective dialogue with Fund Managers in relation to monitoring issues, reporting and client changes.Skills RequiredA solid understanding of the investment processKnowledge of markets and productsGood asset type knowledgeIntermediate to advance Excel knowledgeGood interpersonal skills - including verbal and written communication skillsStrong communication skills – especially in relation to fund managers and client teamsDetermined, self-motivated and resourceful to achieve objectivesAbility to absorb, interpret, apply and communicate information effectivelyProblem solving ability McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Posted 24 days ago

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