Job Description

Portfolio Compliance Analyst

We are currently seeking candidates for a Portfolio Compliance Analyst opportunity with a highly successful Investment Management firm located in Boston, MA. The Portfolio Compliance Analyst will work closely with the Compliance Reporting Team, and will support compliance reporting, client reporting, and regulatory reporting functions. The ideal candidate will have 1-3+ years of compliance reporting, client reporting, and/or regulatory reporting experience ideally within investment management or financial services.

This is a 4+ month contract position, paying between $25-$30/hour (depending on experience).

This role supports a hybrid work-model, consisting of 3 onsite and 2 remote days/week.

Responsibilities:

• Collaborate with the Compliance Reporting Team, assisting in daily compliance reporting activities and operational processes.
• Perform and deliver compliance reporting, including, but not limited to, client reporting, corporate reporting, investment reporting, and regulatory reporting.
• Develop and maintain working knowledge of reporting requirements related to investment and corporate compliance for US and non-US jurisdiction.
• Perform research and analysis related to compliance reporting, staying up-to-date on industry trends, standards, and guidelines.
• Contribute to additional reporting responsibilities, including management reporting and regulatory reporting.
• Perform ad-hoc tasks and projects as needed.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or related field.
• 1-3+ years of compliance reporting experience in investment management or financial services.
• Experience performing client reporting and corporate compliance reporting functions in investment management or financial services.
• Strong experience leveraging compliance reporting systems and tools.
• Proficiency in basic data analysis (Excel, Tableau, PowerBI).
• Working knowledge of compliance reporting and regulatory frameworks, and willingness to stay up-to-date on industry trends and standards.
• Ability to analyze data and meet complex reporting requirements.
• Proven ability to work independently and collaboratively.
• Strong organizational skills and attention to detail.
  

For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com.

Job Tags

Contract work, Immediate start, 2 days per week,

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