Guideline Monitoring Analyst

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)