Investment Performance Analysis - Investment Compliance Service, Officer

State Street UK

Investment compliance analysis
Portfolio restrictions implementation
Client service delivery
State Street Global Delivery provides asset owners and asset managers access to financial information and tools essential for effective investment solutions

Job Summary

  • State Street Global Delivery provides asset owners and asset managers access to financial information and tools essential for effective investment solutions.
  • Your responsibilities will include ensuring high quality service delivery, functioning as a team supervisor, and providing timely and professional responses to all enquiries.
  • You will conduct post-trade investment compliance analysis, implement controls for portfolio restrictions, and validate portfolio adherence to various constraints.

Matching Summary

State Street Global Delivery provides asset owners and asset managers access to financial information and tools essential for effective investment solutions.

Skills & Requirements

Must-have

  • Investment compliance analysis
  • Portfolio restrictions implementation
  • Client service delivery
  • Team supervision
  • Financial instrument knowledge

Nice-to-have

  • Promoting an active attitude
  • Motivating team talents
  • Process enhancement solutions

Key Requirements

  • 5+ years of experience in investment analytics
  • 1+ years of team management experience
  • Proficient Investment compliance/Risk knowledge
  • Proven experience of compliance monitor systems
  • Strong ability to decode complex legal and investment documents

Work Rights

Not specified

Tailored Resume

Cover Letter