Company Overview: Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency, and absolute return capabilities. Insight Investment is owned by BNY Mellon, a global leader in investment management and investment services. As a leading fixed income specialist asset manager, Insight Investments aims to deliver consistent and repeatable performance by focusing on key specializations - fixed income, insurance asset management, risk management strategies including liability-driven investment (LDI), currency risk management and absolute return and multi-asset. Headquartered in London (with other key offices in New York, Boston, San Francisco, Dublin, Frankfurt, Manchester, Sydney, and Tokyo), the business employs over 1,100 people including 285-plus investment professionals. With just under $1 trillion under management and sitting within the Bank of New York Mellon Corporation (BNY Mellon) Insight leverages the unique combination of achieving the high-performing, risk-adjusted returns of a boutique with the financial stability of a large, global financial institution. It enjoys investment decision-making autonomy, operating with an independent management structure and boards. As part of BNY Mellon’s multi-boutique structure, Insight has the backing of a sound global financial institution for which asset management is a core strategic priority. The business has a clear mission and purpose to offer investors a different approach to achieving their investment goals; one that prioritizes the certainty of meeting their chosen objectives. Since its launch in 2002, Insight’s partnership approach has delivered an impressive record of growing assets under management based on client advocacy, making it a leading force in investment management. Insight is ranked number one in Edelman’s Asset Management Brand Index 2024 as the manager whose brand is most highly regarded in the institutional marketplace. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan, and Australia. More information about Insight Investment can be found at: https://www.insightinvestment.com Division Description: The Operations department provides middle and back office operational services to both internal and external clients. We partner closely with our Investment Operations Outsourcing (“IOO”) partner, Northern Trust, to deliver these services. Specific functions include: • Pooled Fund Operations: oversight of third-party fund administrators and transfer agencies • Investment Operations: – Derivatives Operations (over-the counter (OTC) derivative trade and collateral management) – Market Operations (cash management, corporate actions, general transactional support) – Regulatory and Trade Reporting (reporting to clients, consultants and regulators) – Specialist Credit Middle Office (operational support for specialist credit and loan operations) • Asset Valuations: oversees OTC derivative valuations, oversight of outsourced asset valuations and OTC collateral dispute management. • Operations Strategy and Counterparty Management: operational support for Insight business initiatives, operational market intelligence gathering, and primary escalation point for the global Insight business for any material counterparty issue • Performance and Client Reporting: performance and attribution, client reports, meeting packs, factsheets, oversight of third-party generation of client reports • Data Management Office: oversees the enhancement of processes, controls, governance and reporting relating to the sourcing, use and quality of data that supports key business processes • Asset Transitions and Onboarding and Credit Documentation Onboarding: management of the operational elements of client onboarding (changes and transitions) including the documentation and oversight of outsourced transitions services • Guideline Management Group: drafting, review and coding of investment guidelines, and analysis of post trade alerts Position Description: The Guideline Management team are responsible for the implementation, coding and monitoring of investment guidelines. The team are integral to front office processes and are sat amongst the fund management team and client solutions group, working closely with them to ensure guidelines are operationally sound and that investment risk limits are adhered to. The Guideline Coding Analyst will primarily be responsible for reviewing investment guidelines following their execution and for the coding of pre/post-trade investment restrictions into thinkFolio and other coding systems. Role Responsibilities • Build a detailed knowledge of thinkFolio and other core coding systems • Ensure client mandates and fund guidelines are coded into systems within the agreed timeframes with a high level of accuracy. • Work closely with the Fund Managers and Client Directors to ensure that coding has been accurately interpreted and signed off within the appropriate timeframe. • Support the team with the management of coding cases via our workflow tool, ensuring cases are escalated where applicable. • Ensure queries from across the business are answered in a timely and accurate manner. • Manage the team mailbox and attend daily team calls to allocate work amongst the team. • Understand the various regulatory, house and Fund Manager coding requirements and implement such rules where requested. • Ownership of Guideline Management projects such as coding recertifications and process automation initiatives. • Maintain team procedures, policies, and other reference documents. • Report non-automated investment restrictions to the relevant parties and actively aim to reduce these over time. • Build solid working relationships with internal parties including Fund Managers, Legal, Risk, Client Directors, Dealers etc. • Escalate incidents/system issues to senior management and other relevant teams. Experience Required • Strong ownership of role and responsibilities • Excellent attention to detail • Innovative approach to problem solving • Proactive, self-starter, energetic and enthusiastic individual. • Confidence to engage with a variety of people from around the business, including Client Directors, Fund Managers, Dealers, Operations etc. • Strong numerical and analytical skills • Excellent organisational skills, with a proven ability to multitask and prioritise. • Proficient in using Microsoft Excel, Word, and PowerPoint • Knowledge of fixed income securities and derivatives • Undergraduate degree in a relevant subject such as economics, maths or similar • Experience within the investment management industry is desirable • Experience using investment compliance systems (thinkFolio, Charles River, Sentinel etc) is desirable Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation. 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