| Job Title: | Portfolio Monitoring Officer |
|---|---|
| Reference: | 10824 |
| Salary: | £50,000 - £60,000 |
| Location(s): | City of London |
| Industry(s): | Banking |
| Advertiser: | Mackenzie Scott |
| Employment Type: | Permanent |
| Posted: | 23-02-2010 |
Description:
Global Wealth and Investment Management firm are seeking an experienced Trade Monitoring / Portfolio Monitoring Officer to join the team.Delivering a control framework which evidences accurate & compliant portfolio management by Tailored Portfolio Solutions and Discretionary Portfolio Management,
provide robust and comprehensive controls for the business, identify key risks in portfolio implementation activities and design suitable controls (including a Portfolio Review processes), undertake timely monitoring to evidence control effectiveness, compliant portfolio implementation, fair treatment of all clients and high quality client services, produce MI reporting to evidence overall control effectiveness and undertake periodic reviews to maintain the control effectiveness in light of changes within the product offering and industry changes.
Previous experience in a Trade Monitoring / Portfolio Monitoring role is essential.




