What are the responsibilities and job description for the Investment Products Monitoring Analyst position at Daley And Associates, LLC?
Investment Products Monitoring Analyst
We are currently seeking candidates for an Investment Products Monitoring Analyst opportunity at a highly successful private equity firm located in Boston, MA. The Investment Products Monitoring Analyst will be responsible for reviewing and evaluating client guidelines, supporting pre- and post-trade activities, and collaborating with other internal teams. The ideal candidate will have 1-3 years of experience in investment product monitoring, client operations, guideline monitoring, or regulatory reporting in the Financial Services industry.
This is a 6-12 month contract-to-hire position paying between $30-40/hr (depending on experience). This role supports a hybrid work model, onsite 4 days and remote 1 day.
Responsibilities:
Reviews and evaluates client guidelines, and updates and maintains Sentinel accordingly
Supports pre- and post-trade activities with investors
Collaborates with other internal teams
Applies knowledge of investment strategies, regulatory requirements, and client guidelines
Provides additional support as needed
Qualifications:
Bachelor’s Degree required
1-3 years of experience in investment product monitoring, client operations, guideline monitoring, or regulatory reporting in Financial Services, Investment Management, or Asset Management industry
Deep understanding of various investment types, including fixed income, equity, and derivative products
Previous experience using Sentinel or a similar guideline reporting system
Proficiency in Word, Excel
Experience with AI, Python, and SQL is a plus, but not required
For immediate consideration, interested and qualified candidates should send their resume to Morgan at marakelian@daleyaa.com.
Salary : $30 - $40