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Investment Products Monitoring Analyst

$30 - $40 per hour

Daley And Associates, LLC

InvestmentProducts Monitoring Analyst We are currently seeking candidates for an InvestmentProducts Monitoring Analyst opportunity at a highly successful private equity firm located in Boston, MA. The InvestmentProducts Monitoring Analyst will be responsible for reviewing and evaluating client guidelines, supporting pre- and post-trade activities, and collaborating with other internal teams. The ideal candidate will have 1-3+ years of experience in investment product monitoring, client operations, guideline monitoring, or regulatory reporting in the Financial Services industry. This is a 6-12+ month contract-to-hire position paying between $30-40/hr (depending on experience). This role supports a hybrid work model, onsite 4 days and remote 1 day. Responsibilities Reviews and evaluates client guidelines, and updates and maintains Sentinel accordingly Supports pre- and post-trade activities with investors Collaborates with other internal teams Applies knowledge of investment strategies, regulatory requirements, and client guidelines Provides additional support as needed Qualifications Bachelor’s Degree required 1-3+ years of experience in investment product monitoring, client operations, guideline monitoring, or regulatory reporting in Financial Services, Investment Management, or Asset Management industry Deep understanding of various investment types, including fixed income, equity, and derivative products Previous experience using Sentinel or a similar guideline reporting system Proficiency in Word, Excel Experience with AI, Python, and SQL is a plus, but not required For immediate consideration, interested and qualified candidates should send their resume to Morgan at View email address on click.appcast.io. #J-18808-Ljbffr Daley And Associates, LLC

Vacancy posted 2 days ago
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