Guideline Monitoring Analyst

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Guideline Monitoring Analyst

Boston, Massachusetts

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Full Time Temporary/Contract

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NA

Boston, Massachusetts

Full Time Temporary/Contract

NA

June 05, 2024

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Job ID: FT1323433TB_1717597078

June 05, 2024

Job ID: FT1323433TB_1717597078

Job Summary

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Guideline Monitoring Analyst - Boston / Hybrid
Boston based global investment management firm is actively looking for a Portfolio Guideline Monitoring Analyst to join their team. Portfolio Services provides internal teams with data, controls, and support they need to ensure that their investment intent is accurately reflected in accordance with client regulatory and operational requirements. This will be a hybrid role onsite a few days a week in Boston and working from home the other days.
Primary responsibilities:
  • The Analyst will focus on providing support to investment teams, to ensure that investment transactions and holdings are compliant with client guidelines and regulatory requirements;
  • The Analyst will be part of the team that reviews Investment Management Agreements, evaluates client guidelines, and maintains the guideline monitoring system, Sentinel, performs real-time, pre-trade support with investors, and resolves post-trade incident exceptions generated from Sentinel
  • The Analyst will work collaboratively with other Guideline Monitoring Analysts, as well as other internal teams to develop a deep understanding of investment strategies relative to client guidelines and regulatory requirements.

Technical Skills:

  • Bachelors Degree Required
  • 1+ years experience working with Equities, Fixed Income, or Derivative products
  • Strong Excel skills
FT1323433TB_1717597078

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™