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Investment Guidelines Analyst

Augment Jobs
San Juan, TX Full Time
POSTED ON 1/9/2025
AVAILABLE BEFORE 2/8/2025
Job Description: We are seeking a meticulous Investment Guidelines Analyst to join our team. The Investment Guidelines Analyst will play a critical role in ensuring compliance with investment guidelines and regulatory requirements. This position requires a keen eye for detail, strong analytical skills, and a deep understanding of investment guidelines and restrictions. The ideal candidate will possess a proactive approach to problem-solving and a commitment to maintaining the integrity of investment processes.

Key Responsibilities

  • Review and interpret investment guidelines, mandates, and regulatory requirements.
  • Analyze proposed trades and investment strategies to ensure compliance with established guidelines.
  • Monitor investment portfolios for adherence to guidelines and escalate potential breaches as necessary.
  • Collaborate with portfolio managers, compliance officers, and other stakeholders to resolve guideline-related issues.
  • Develop and maintain procedures and controls to enhance guideline monitoring processes.
  • Stay abreast of regulatory changes and industry best practices related to investment guidelines.
  • Provide guidance and training to internal teams on compliance requirements and best practices.
  • Participate in compliance testing and audits as required.

Requirements

  • Bachelor’s degree in Finance, Economics, or a related field (Master’s degree preferred).
  • Knowledge of investment guidelines, regulations, and industry standards.
  • Strong analytical and problem-solving skills, with attention to detail.
  • Familiarity with investment management systems and software.
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
  • Proactive attitude towards identifying and addressing potential compliance issues.
  • Ability to work well under pressure and manage multiple priorities.
  • Prior experience in investment compliance, risk management, or related fields is preferred.

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