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Guideline Monitoring Analyst

Beacon Hill · Commercial & Professional Services
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Job Description:
To Apply for this Job Click Here Guideline Monitoring Analyst – Boston, MA / Hybrid 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. Primary 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 Technical Skills: 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) FTNE1323433TB_1790775600 To Apply for this Job Click Here