
Portfolio Performance Analyst
2 days ago
Investment Monitoring Professional
We are seeking a highly skilled Investment Monitoring Professional to join our team on a 6-month contract. The successful candidate will be responsible for monitoring portfolio activity, ensuring compliance with investment guidelines and supporting portfolio managers with accurate and timely data from the Aladdin platform.
Key Responsibilities:
- Monitor daily investment activity across assigned portfolios using the Aladdin platform.
- Perform compliance checks to ensure adherence to investment mandates, guidelines and regulatory requirements.
- Generate and review portfolio monitoring reports for performance, risk and exposure.
- Investigate and resolve investment breaches or discrepancies in a timely manner.
- Liaise with portfolio managers, risk and compliance teams to address monitoring issues.
- Maintain accurate investment data and ensure consistency across systems.
- Support ad-hoc reporting, portfolio analysis and project initiatives as required.
Requirements:
- Proven working experience with BlackRock Aladdin (good to have).
- 2-5 years of experience in investment monitoring, compliance or portfolio analytics within asset management, wealth management or a similar environment.
- Strong understanding of financial instruments, portfolio structures and investment guidelines.
- Proficient in MS Excel; exposure to SQL, VBA or other data tools is an advantage.
- Strong analytical skills with a high attention to detail.
- Excellent communication skills and ability to work cross-functionally.
Preferred:
- Knowledge of regulatory frameworks such as UCITS, MAS or SEC.
- Experience with performance and risk metrics analysis.
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