Consultant MIFID II

  • 750
  • Paris, Ile-de-France, France Paris Ile-de-France FR
  • Self Employed, Full time
  • Aston Carter Ltd
  • 18 Jun 18 2018-06-18

Aston Carter est l'entité métier du groupe Allegis. Numéro 1 mondial des groupes privés en recrutement.

 

  1. Investment Research budget definition
  • Support Expertise COOs & Finance department in the budget definition process by providing:
    • Analysis for pre-budgeting process
    • Detailed reports on past consumption of investment research

 

  1. Commercial negotiation & contract management
  • Ensure compliance to (i) Procurement policies & standards and (ii) MiFID II regulation (inducements) during the broker negotiation phase
  • Coordinate and support Commercial & Contract negotiations with brokers
  • Monitor the contract lifecycle (end date)

 

  1. Monitoring of research usage
  • Manage entitlement process (who can use which research)
  • Analyse and monitor research consumption according to contractual terms
  • Quality Assessment of Investment Research – coordinate broker vote process across Expertise’s
  • Track and manage the blocking of unsolicited research

 

  1. Accrual, Invoicing & Payments
  • Coordinate invoicing management (control, validation, allocation):
    • Match invoices against contract terms and research consumption
    • Manage validation of invoices by budget holders
    • Provide allocation keys to ensure a fair cost allocation per cost center
  • Provide accrual/reversal instruction to Finance Department