Performance & Risk Analyst
at Redmayne Bentley
Leeds LS1, England, United Kingdom -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 27 Nov, 2024 | GBP 35000 Annual | 29 Aug, 2024 | N/A | Good communication skills | No | No |
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Description:
HYBRID WORKING
Available after 2 months
Our Performance & Risk analysts work closely with our Investment Manager to monitor and maintain the suitability of their recommendations and portfolios.
Your key responsibilities will be:
- Conducting Portfolio suitability file reviews for Investment Managers providing Redmayne Bentley’s Managed services.
- Providing written and face to face feedback and suggested remedial actions on file reviews.
- Undertaking first-line sample monitoring for Executives providing the Dealing with Advice service as well as the Execution-only service.
- Assisting in the development of new colleagues’ knowledge of compliant behaviours towards Competent status.
- Supporting the Firm’s Front Office Training and Competence Scheme.
This role is ideal for someone who is analytical, thorough and enjoys seeing things through to completion. You will be in a vital role within the firm, so we are looking for someone with great integrity, honesty and a commitment to delivering the right outcomes for our clients.
Further specific details about the role can be found in the job description attached to this advert.
Responsibilities:
- Conducting Portfolio suitability file reviews for Investment Managers providing Redmayne Bentley’s Managed services.
- Providing written and face to face feedback and suggested remedial actions on file reviews.
- Undertaking first-line sample monitoring for Executives providing the Dealing with Advice service as well as the Execution-only service.
- Assisting in the development of new colleagues’ knowledge of compliant behaviours towards Competent status.
- Supporting the Firm’s Front Office Training and Competence Scheme
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Leeds LS1, United Kingdom