Portfolio Compliance - Mumbai, India - CRISIL

CRISIL
CRISIL
Verified Company
Mumbai, India

2 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

Overview:


Responsibilities:


  • Build or update and test any new restricted issuer lists in the queue
  • Test new investment restrictions as they are being built and added to the library
  • Test the existing rule library (inclusive and beyond restricted issuer lists) using test scripts provided by Guideline oversight team
  • Perform quality control reviews of the existing set of portfolios, following procedures and training provided by Guideline oversight team
  • Other projects and initiatives as assigned by the Guideline oversight team (like rule library consolidation, etc).

Skill set required:


  • Experience building and testing portfolio compliance rules for the Aladdin order management system.
  • Beyond the knowledge of Aladdin, experience reviewing investment guidelines and investment management agreements, as well as knowledge of investment products is also important.
  • General understanding of investment instruments, derivatives, and portfolio investment
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