Investment Oversight Specialist Role
This role is responsible for overseeing portfolio management and risk management. The team maintains oversight responsibility for all investment strategies and processes, ensuring regulatory compliance and AML/CTF regulations.
Key Responsibilities:
* Analyzing performance and conducting initial and ongoing due diligence on investment strategies and processes.
* Producing regular reporting metrics and presentations to senior management and the Board of Directors.
* Collaborating with other oversight and control functions to monitor delegated portfolio management and related activities.
* Representing the company in internal projects and industry-wide engagements.
Requirements:
* 5-7 years of experience in investment oversight, preferably with traditional asset classes (publicly traded global equities, fixed income, etc.).
* Senior analyst level supporting or deputizing for a Portfolio Compliance Function (PCF) role holder.
* Ability to step up to the PCF level and work within the oversight team to monitor portfolio management and related activities.
Skills and Qualifications:
* Oversight experience
* Traditional Asset Management
* Financial Reporting
* CF2 Deputy PCF experience
* Traditional Asset Classes