Portfolio Compliance & Trading Controls Analyst

Artisan Partners; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Artisan Partners Limited Partnership is seeking a Portfolio Oversight Analyst within Trade Operations in New York. The analyst will help code client investment guidelines into the OMS, assist with regulatory reporting, proxy voting, and due diligence, and support on-call coverage for global trading desks.

The role emphasizes analytical thinking, multi-tasking in a fast-paced environment, and collaboration across trading desks, investment teams, and governance partners.

Qualifications

• Undergraduate degree in Finance, Accounting, Economics, or Business Administration.
• 5+ years relevant experience preferred.
• Self-starter with ability to multi-task in a fast-paced environment and prioritize daily work.
• Attention to detail with urgency and strong analytical skills.
• Experience in financial services, investment, and regulatory reporting.

Responsibilities

• Assist with setup, preparation, and coding of client investment guidelines into OMS.
• Interpret investment policies and account guidelines in agreements.
• Serve as primary contact for trading desk inquiries on constraints and limits.
• Support proxy voting administration and regulatory reporting.
• Prepare and review regulatory filings and client reporting requests.
• Coordinate responses to portfolio compliance inquiries and nightly position refresh.
• Participate in overnight on-call rotation and support global trading desks.
• Contribute to onboarding new model delivery platforms.

Skills

Analytical thinking

Multi-tasking

Judgment and risk awareness

Change adaptability

Intellectual curiosity

Microsoft Office proficiency

SQL queries familiarity

Python data analysis awareness

Education

Undergraduate degree in Finance, Accounting, Economics, or Business Administration

Tools

Aladdin by BlackRock OMS

SQL (Snowflake)

Python

Microsoft Office

Job description

Artisan Partners Limited Partnership is seeking a Portfolio Oversight Analyst within Trade Operations in New York. The analyst will help code client investment guidelines into the OMS, assist with regulatory reporting, proxy voting, and due diligence, and support on-call coverage for global trading desks.

The role emphasizes analytical thinking, multi-tasking in a fast-paced environment, and collaboration across trading desks, investment teams, and governance partners.