Guideline Monitoring Analyst
Beacon Hill
Overview Boston based global investment management firm is actively looking for a Portfolio Guideline Monitoring Analyst to support investment teams in monitoring and maintaining adherence to client and regulatory guidelines. This role involves reviewing agreements, evaluating compliance requirements, and assisting with trade-related monitoring using internal systems. Responsibilities Review client agreements and ensure compliance with established guidelines Monitor investment activities and resolve exceptions using compliance systems Provide pre-trade and post-trade support to internal teams Collaborate with colleagues and other departments to maintain accurate compliance processes Qualifications Bachelors Degree in finance, business, or a related discipline preferred 3+ years of experience in compliance, investment operations, or a related field Familiarity with guideline monitoring systems (experience with Sentinel or similar tools preferred) Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #J-18808-Ljbffr Beacon Hill
$90k - $180k
About the Role We are currently seeking a Senior Guideline Monitoring Analyst (Analyst) who will be part of the Investment Operations Team within the Global Operations. The Global Operations division brings technology and operations together to deliver better and more...SuggestedRemote workFlexible hours1 day per week$90k - $180k
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