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Remote Proprietary Funds Investment Policy and Guidelines Analyst

Job is Expired
Location: Nationwide
Compensation: Salary
Staff Reviewed: Thu, Feb 23, 2023
Job Category: Financial
Weekly Hours: Full Time
Employer Type: Employer
Career Level: Entry Level, Experienced
Education Level: Bachelors

Job Summary

A financial service company is filling a position for a Remote Proprietary Funds Investment Policy and Guidelines Analyst.

Core Responsibilities of this position include:

  • Partnering with subadvisers and proprietary funds administrators to implement investment guideline restriction monitoring
  • Resolving issues in partnership with portfolio managers, and external partners
  • Leading the business line oversight process per tools and technology per accuracy of investment policies

Required Skills:

  • Bachelor’s degree in accounting, finance, economics, mathematics or related field
  • Securities licenses Series 7 and Series 66 required within 6 months of hire
  • Three years of related experience
  • Experience and knowledge of investment management data and / or technology
  • Knowledge of Investment Company Act of 1940 and/or Investment Advisors Act is a plus

COMPLETE JOB DESCRIPTION

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