Assistant Manager- Portfolio Compliance Monitoring
Fidelity International (company site, opens in a new tab)9+ yrsGurugramOn-siteDirect career pageEst. 18–30 LPA
Posted 15h ago
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Job description
Structured overview of role & requirements
About This Role
- Own the onboarding and coding of new investment products and client mandates into the Charles River compliance system to ensure accurate portfolio compliance monitoring.
- Perform ongoing maintenance, review, and validation of regulatory and client investment guidelines coded in compliance systems.
- Collaborate globally with investment compliance, client services, legal, and product teams to ensure accurate interpretation and implementation of investment restrictions.
Minimum Requirements
- 9+ years experience in investment management industry, preferably in investment compliance.
- Experience with investment compliance guideline rule coding and Charles River system workflows and parameters is mandatory.
- Knowledge of data setup from Bloomberg, Factset, and ESG vendors in Charles River required.
- Work Experience Required: 9+ years in investment management or compliance specified; Notice Period: Not explicitly mentioned.
Ideal Candidate Profile
- Strong understanding of portfolio monitoring processes including interpretation of investment management agreements and ESG guidelines/frameworks.
- Technology proficient with ability to write high quality, reusable code related to compliance rules.
- Experienced in regulatory environments such as UCITS, SFC, FCA, and SEC and comfortable working under tight deadlines in a global, collaborative investment compliance function.