Guideline Monitoring Analyst

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.

• 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