Portfolio Compliance Specialist for OCIO Portfolios
Cambridge Associates
14 days+
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Job summary
A leading global investment firm in Boston is seeking a Portfolio Compliance Associate to ensure compliance with investment guidelines across managed portfolios. The role requires 1-3 years of experience in financial services, a Bachelor's degree in a related field, and advanced proficiency in Excel. Responsibilities include monitoring compliance, investigating issues, and assisting with regulatory filings. The position offers a competitive salary range of $66,800 to $86,800, alongside performance-based bonuses and benefits.
Qualifications
- 1-3 years of relevant work experience in financial services or investment compliance.
- Advanced proficiency in Microsoft Excel.
- Familiarity with major asset classes and their role in investment portfolios.
Responsibilities
- Monitor portfolios for compliance with investment guidelines.
- Create and maintain models to monitor compliance pre- and post-trade.
- Investigate and document compliance issues in monthly reports.
Skills
Quantitative skills
Analytical skills
Communication skills
Attention to detail
Problem-solving skills
Multi-tasking abilities
Education
Bachelor’s degree in business, finance, or related field
Tools
Microsoft Excel
Charles River
Bloomberg AIM
Eze Castle compliance software
Job description
A leading global investment firm in Boston is seeking a Portfolio Compliance Associate to ensure compliance with investment guidelines across managed portfolios. The role requires 1-3 years of experience in financial services, a Bachelor's degree in a related field, and advanced proficiency in Excel. Responsibilities include monitoring compliance, investigating issues, and assisting with regulatory filings. The position offers a competitive salary range of $66,800 to $86,800, alongside performance-based bonuses and benefits.
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