
Guideline Monitoring Analyst
Beacon Hill · Commercial & Professional Services
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Job Description:
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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)
FT1323433TB_1790271353
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