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Portfolio Compliance Analyst (Charles River, Rule Coding & Investment Guidelines)

Posted on Jul 23, 2026 by Optimus E2E
London, United Kingdom
IT
Immediate Start
£90k - £90k Annual
Full-Time

Responsibilities:

  • Implementation and coding regulatory and contractual investment guidelines in Charles River.
  • Pre and Post trade rule coding.
  • Interacting with CAM and PM as well as Products and Legal department on regulatory and guideline questions as well as analysing and interpreting regulatory documents and client guidelines.
  • Reviewing, analysis, qualification & commenting on investment and regulatory guidelines violations related to rule implementation and seek for clarifications.
  • Support the development of a global Investment Guideline Compliance function and work in such environment, incl. continuously improving coding principles, guideline standardization and rule coverage and automatization.
  • Working with internal IT and external vendors on technical implementations.
  • Involved in projects which aim to enhance the processes and systems.
  • Testing rules have been successfully coding.

Experience/Skills:

  • Ability to self-manage workloads
  • Effective, results orientated team player
  • Fostering Relationships/Stakeholder Management
  • Understanding investment instruments and portfolio management
  • Investment Guideline knowledge (contractual and regulatory)
  • Knowledge of investment compliance systems
  • Bachelors Degree in Business, Finance or related subjects or equivalent experience
  • Experience with industry recognized compliance monitoring systems such as Charles River, Bloomberg, Aladdin, Sentinel, Thinkfolio, MIG21

4 Days per week in central London office, 1 remote


Reference: 3143215193

https://jobs.careeraddict.com/post/113598840

Portfolio Compliance Analyst (Charles River, Rule Coding & Investment Guidelines)

Posted on Jul 23, 2026 by Optimus E2E

Print
London, United Kingdom
IT
Immediate Start
£90k - £90k Annual
Full-Time

Responsibilities:

  • Implementation and coding regulatory and contractual investment guidelines in Charles River.
  • Pre and Post trade rule coding.
  • Interacting with CAM and PM as well as Products and Legal department on regulatory and guideline questions as well as analysing and interpreting regulatory documents and client guidelines.
  • Reviewing, analysis, qualification & commenting on investment and regulatory guidelines violations related to rule implementation and seek for clarifications.
  • Support the development of a global Investment Guideline Compliance function and work in such environment, incl. continuously improving coding principles, guideline standardization and rule coverage and automatization.
  • Working with internal IT and external vendors on technical implementations.
  • Involved in projects which aim to enhance the processes and systems.
  • Testing rules have been successfully coding.

Experience/Skills:

  • Ability to self-manage workloads
  • Effective, results orientated team player
  • Fostering Relationships/Stakeholder Management
  • Understanding investment instruments and portfolio management
  • Investment Guideline knowledge (contractual and regulatory)
  • Knowledge of investment compliance systems
  • Bachelors Degree in Business, Finance or related subjects or equivalent experience
  • Experience with industry recognized compliance monitoring systems such as Charles River, Bloomberg, Aladdin, Sentinel, Thinkfolio, MIG21

4 Days per week in central London office, 1 remote

Print

Reference: 3143215193

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