Posted 1 day ago
Apprenticeship - Investment
AI Summary
Supports investment fund onboarding and governance by tracking tasks, reviewing agreements and mandates, maintaining compliance checklists, and obtaining market data for analysis.
About this role
Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
Responsibilities:
Assist on the new fund on boarding related to governance
Tracker on the on-going internal tasks
Assist on agreement review related to agreement with fund manager
Assist on mandate review related to mandate to the fund manager
Track the fund benchmark onboarding
Coordinate and check the PLAI Monthly Compliance Checklist
Obtain market data for analysis purposes
Support maintain data of governance data
Requirements:
Finance/Accounting/Mathematic educational background
Good knowledge on Ms. Excel
Strong English proficiency (written and listening skills are mandatory)
Full time working hour (8 hours per day)
Experience in operating Bloomberg terminal is a plus
Committed to join 6 months period
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
Skills
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