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Manager, Trading & Portfolio Monitoring
$ 6,000 - $ 9,000 / month
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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 / 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 timeline
- Experience in coding investment guidelines
- Good understanding of financial instruments
- Knowledge of regulatory environment (Code on CIS, CPFIS, SC, UCITS,)