Our organization seeks a skilled professional to fill the role of Investment Specialist.
This position involves overseeing and interpreting investment restrictions and policies as defined by law, regulations, and contracts.
The ideal candidate will be responsible for daily analysis of compliance with investment restrictions.
A critical aspect of this role is ensuring accurate setup of investment restrictions, policies, and guidelines.
The selected individual will also be accountable for eligibility assessment of the portfolio in line with regulation requirements.
Additionally, they will manage procedures related to active overruns and produce indicators and reporting possible overruns.
This position offers an opportunity to work in a dynamic environment where professionals can grow and develop their skills.
We are looking for someone who can work effectively under pressure and meet deadlines while maintaining high standards of quality.
Key Responsibilities
* Monitor and interpret investment restrictions and policies as defined by law, regulations, and contracts.
* Daily analysis of compliance with investment restrictions.
* Ensure accurate setup of investment restrictions, policies, and guidelines.
* Eligibility assessment of the portfolio in line with regulation requirements.
* Manage procedures related to active overruns.
* Produce indicators and reporting possible overruns.
Benefits
This role offers a competitive salary and benefits package, including opportunities for career growth and professional development.
We strive to create a positive and inclusive work environment that supports our employees' well-being and success.
Requirements
To be successful in this role, you will need:
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal skills.
* Ability to work independently and as part of a team.
* Proficiency in relevant software applications.