Investment Analyst jobs in Tampa, FL

Your new role will allow you to showcase your investment compliance technical skills in servicing our Australia & New Zealand (ANZ) region.  You will also bring with you your relevant experience in post-trade investment compliance monitoring services, sound knowledge of financial instruments including derivatives and good understanding of Environment, Social and Governance (ESG) requirements.

As an Investment Compliance Reporting - Analyst within our ANZ Investment Information Services ("IIS") business, you will manage client engagements, oversee report deliveries, and promote client changes and strategic initiatives. As a part of our global Data Solutions Operations team, you will be responsible for a variety of solutions in servicing our institutional clients for the region.

Job responsibilities

• Manage client engagements including queries, change requests, onboarding projects and RFP initiatives 
• Provide oversight governance of reporting deliveries in accordance to client SLAs.
• Ensure timely and accurate delivery of our post-trade investment monitoring service by ensuring that investment rules are coded in accordance to investment guidelines. Breaches are properly investigated and resolved in a timely manner
• Work with internal and external stakeholders in building our service capabilities and be able to provide subject matter expertise in representation of our business
• Collaborate with Product and Business leads in the launch of new services for Investment Compliance Reporting and ESG products
• Involve in client workshops and industry changes related to our business - be able to represent our region for global product and operational engagements 
• Manage regional and global projects by steering ANZ implementation from initial design to execution/implementation of the project life-cycle (including system/vendor migrations, testing and implementation) 
• Understand industry practices, applicable product development and evolving regulations impacting investment guidelines and ESG trends for our clients

Required qualifications, capabilities, and skills

• Minimum 2 years’ experience working in Fund Services/Asset management operations or relevant industry
• Bachelor Degree in related discipline (such as Finance, Mathematics, Economics, Data Analytics and Business) 
• Prior experience in ex-post investment compliance monitoring, be able to interpret investment guidelines and explain identified breaches in a sound manner
• Excellent financial instrument and market knowledge, specifically for the ANZ market
• Be able to demonstrate knowledge in managing complex business and operations process, system change and client build engagements
• Strong analytical, organizational and problem solving skills 

Preferred qualifications, capabilities, and skills

• Experience in Environment, Social and Governance (ESG) reporting and familiar with regulatory trends
• Have strong control/risk mindset and can demonstrate good knowledge of operational controls, processes and requirements