Manager, trading
3 days ago
Role Summary
This role will report directly to the Head of Trading & Portfolio Monitoring.
Key Duties and Responsibilities
The TPM Manager will be involved in the following activities:
Conduct daily pre and post trade monitoring of compliance with investment guidelines.
Investigate, notify, log and track breaches to ensure timely rectification.
Provide periodic client portfolio compliance report.
Conduct coding and testing of investment guidelines.
Prepare and maintain investment guidelines documentation.
Work closely with portfolio managers, product development, and client management services on investment guidelines related matters.
Participate in ad-hoc team projects to enhance existing processes and achieve greater effectiveness, where applicable.
Education Qualification
Tertiary Degree in Accounting, Finance or Economics.
Technical Competency
Meticulous, rigorous and analytical.
Ability to multi-task and work under tight timelines.
Experience in coding investment guidelines.
Good understanding of financial instruments.
Knowledge of regulatory environment (Code on CIS, CPFIS, SC, UCITS).
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