Investment Compliance Officer (m/f)
Referencia: JN -**************
Adicionado em **********
Sobre os nossos clientes
Our client is a multinational asset management company working on the implementation of a new hub in Porto.
Descriçao da oferta
We are looking for an Investment Compliance Officer to help ensure that investment funds follow the rules - both the legal regulations and the internal guidelines agreed with investors.
Description
? Monitoring investment funds
Checking whether each fund respects key rules such as diversification, cash limits, sustainability criteria (SFDR), and investment policies.
Verifying that the assets in the portfolio match the fund's strategy (e.g., geography, industry, credit rating, etc.).
? Investigating issues and finding solutions
When something does not meet the required rules, you analyse what happened, assess the impact, and propose the right follow-up.
You classify and document any breaches in a clear, analytical, and structured way.
? Supporting risk management
Helping identify and monitor the risk profile of UCITS and AIF funds.
? Improving processes
Contributing to the enhancement of our internal tools, systems, and workflows.
? Collaborating with stakeholders
Communicating with investment managers, risk teams, administrators, depositaries, and auditors.
Ensuring everyone stays aligned on compliance-related matters.
Profile
A degree in Finance, Economics, Accounting or relevant hands-on experience.
Basic understanding of investment funds, financial markets, and asset classes.
Any experience with investment compliance, fund audits, or regulatory frameworks (UCITS, AIFMD, ESMA guidelines) is a plus.
Experience with Line Data Compliance (LDC) is a plus.
Full professional proficiency in English.
Familiarity with financial instruments; knowledge of derivatives is an advantage.
Strong Microsoft Office skills.
Excellent communication, analytical thinking, and problem-solving abilities.
Ability to manage priorities and meet deadlines.
Job Offer
A great opportunity for career growth.
O que procuramos
Compliance; Risk; Investment Compliance; Risk Investment; Risk Compliance Officer; Financial Services; Fund Management
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