Newton Investment Management Limited is an active investment management firm, using thematic ideas about the long-term investment landscape to create and manage strategies that help secure its clients' futures. Newton thinks on a global basis, with its single London-based investment team working collaboratively across asset classes and regions. The firm builds bold solutions, designed to meet the real-world challenges the clients face, and the team manage them responsibly in the broadest sense - through embedding environmental, social and governance considerations, and engaging on issues that affect their clients. Those clients are based around the world, and include pension funds, corporations and charities and, via Newton's parent company BNY Mellon, individuals.
With offices in London and New York, Newton has £54.5bn under management (as at 31 March 2017), including assets managed by Newton Investment Management Limited as dual officers of Newton Capital Management Limited and The Bank of New York Mellon. News and other information about Newton is available at www.newton.co.uk and via Twitter: @NewtonIM
Newton employees are bright, inquisitive, thoughtful and collaborative. They are highly motivated to deliver performance and service to clients. Newton pride themselves on being an employer of choice, with a flexible working environment and a commitment to diversity and opportunity among its employees.
Newton is a professional, friendly and collegiate place to work. The firm looks to attract individuals who are keen to work as part of a team, in a meritocratic environment, and who are driven to help make the organisation a great place to work.
The Role: We are currently recruiting for a Investment Guideline and System Analyst to work in a team of 5 people managing and supporting the users of Investment Management systems.
The successful candidate will:
Help support the team's role in the implementation of guideline rules.
Have the primary responsibility for completing all related tasks around the maintenance of the rule library.
Be involved in the day to day support of Charles River
Will be given required training to support Portfolio Managers and Dealers in their day to day use of Charles River.
Have an opportunity to get involved in rule coding to expand their knowledge across the investment process and Charles River.
Qualifications Person Specifications
Experience in the interpretation of guidelines from source documentation and the implementation of client and regulatory guidelines into an order management system
Experience in the management of a rule library with ongoing reviews and testing in an Order Management system such as Charles River, thinkFolio or Aladdin.
Solid understanding of the investment process and financial instruments
Willingness to learn and complete work on the wider use of Charles River
Able to demonstrate experience of working to deadlines and completing multiple tasks in priority
Graduate calibre preferred.
Experience with Charles Rivers compliance functionality
Industry qualifications (IMC)
Experience with Charles River, outside of compliance functionality.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity Employer.