What are the responsibilities and job description for the Portfolio Analyst position at Binding Minds Inc. (Certified Disability Owned Business Enterprise)?
Portfolio Guideline Monitoring Analyst
The role requires a bachelor’s degree and 1–3 years of experience, including investment management exposure across equities, fixed income, and derivatives. Familiarity with compliance—particularly the 40 Act, UCITS, and guideline monitoring systems—is preferred, with Sentinel experience being a strong advantage. The position demands excellent communication skills, strong attention to detail, and proficiency in Excel, with SQL or Python as a plus.
The Analyst will support investment teams by reviewing guidelines, monitoring compliance, providing pre-trade and post-trade support, evaluating investment agreements, and resolving restrictions-related exceptions while collaborating with multiple internal teams.
Salary : $30 - $38