Guideline Management Analyst (Boston)

Insight Investment is looking for a Guideline Management Analyst to join the Guideline Management team in Boston. In this role, you will be responsible for reviewing active investment guidelines following their execution and take responsibility for the coding of pre/post-trade investment restrictions into both thinkFolio and Charles River. You will also be responsible for the post-trade monitoring across U.S. clients and will be required to support the fund management team in resolving any incidents. You will assist in Guideline related projects, suggest enhancements to existing processes and work closely with the Guideline Monitoring Manager in the build out of the offshore team in Pune.

Role Responsibilities

• Build a detailed knowledge of Charles River (CRD), understanding the various risk limits and the coding capabilities
• Ensure all new mandates/amendments are coded into systems within the agreed timeframes with a high level of accuracy
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