Investment Partnership Relationship Analyst
Core
Oversee investment partnerships, fund onboarding, and commercial governance for a savings and investment platform.
Role type
Senior IC investment partnership relationship analyst
Builds
Investment partnerships, fund onboarding, and commercial oversight for the platform
Domain
Financial services / Asset management / Investment operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial judgement, Contract review, Relationship management, Analytical decision making, Governance discipline, Challenge and influencing
Preferred skills
Experience with investment products, Fund manager operating models, Regulated financial services environment
Technologies
SS&C, EMT data systems
Responsibilities
Oversee contractual arrangements with investment partners, DFMs, and bond providers; Lead commercial governance of investment partner relationships; Review and approve non-standard investment assets prior to onboarding; Monitor delivery against onboarding commitments and expected platform flows; Maintain effective oversight of AML and due diligence activities relating to offshore assets; Produce relationship and commercial oversight MI and maintain governance dashboards
Seniority
Senior, hands-on IC