models (e.g., Bloomberg MAC, Axioma). Experience leveraging AI tools to improve scalability. Previous experience ininvestment risk, performance, or portfolio control. Knowledge of UCITS and AIFMD regulations. Liquidity risk management and portfolio stress testing experience. Hands-on experience with equity, fixed income, and derivatives instruments. Experience using investment management More ❯
ll make an impact in the following ways: Oversight and production of key reporting for regulated fund ranges, including: Fund Factsheet and commentary documents UCITS KIIDs and PRIIPS KIDs Solvency II TPT Regulatory data templates including EMT, EPT, and EET Costs and Charges reporting including MiFID II ex-post reporting More ❯
with regulatory and governance matters. The SFDR Business Analyst will meet the following skillset: Minimum 5 years' relevant experience - ideally experience in governance of UCITS funds. Working knowledge of SFDR. Product governance experience. Organised with strong attention to detail. Self-motivated individual with the ability to prioritise and meet deadlines. More ❯
City of London, London, United Kingdom Hybrid / WFH Options
Oakleaf Partnership
modelling * Draft key regulatory documentation: Board and Committee papers, remuneration disclosures, and policy statements * Monitor and interpret emerging regulations (e.g. SMCR, MiFID II, AIFMD, UCITS, Consumer Duty, AGBR) * Support internal audit and assurance reviews related to remuneration governance * Contribute to reward-related aspects of M&A due diligence and integration More ❯
modelling * Draft key regulatory documentation: Board and Committee papers, remuneration disclosures, and policy statements * Monitor and interpret emerging regulations (e.g. SMCR, MiFID II, AIFMD, UCITS, Consumer Duty, AGBR) * Support internal audit and assurance reviews related to remuneration governance * Contribute to reward-related aspects of M&A due diligence and integration More ❯
