Manager-Portfolio Compliance Monitoring ( Charles River- CRD)

Work Location- Gurgaon (Hybrid)

Experience- 8 to 16 years

Experience and Qualifications Required;

Experience in Investment compliance guideline rule coding in Charles River is a must;

Good understanding of Charles River system workflows and parameters;

Must have knowledge of data set up in Charles River from vendors such as Bloomberg, Factset and ESG;

Technology Savvy with experience in writing high quality, readable, reusable, testable code;

• Experience with regulatory environments such as UCITS, SFC, FCA and SEC would be an added advantage;

• Strong understanding of portfolio monitoring processes, including the interpretation of client investment management agreements;

• 9+ years of experience in working in the investment management industry (preferably in investment compliance) and of investment products;

• Good instrument knowledge of equities, fixed income and derivatives;

• Must have understanding of ESG guidelines and frameworks;

• Be a strategic thinker, possess strong facilitation and data gathering skills;

• Effective problem solver, attention to detail and ability to work to tight deadlines under pressure;

• CFA or Bachelor of Business or Commerce preferred;

• Business-level verbal and written English communication / presentation skills;

• Positive team player as well as the ability to work on their own initiative;

• Strong self-motivation, organisation, prioritisation, time management, used to adapting to unforeseen changes.

aastha.verma@elementshrs.com