Compliance Management Analyst

Compliance and Management Analyst to join our Investment Operations team in Boston.

What you'll do:

• Code pre/post-trade investment restrictions into thinkFolio and Charles River (CRD)
• Lead post-trade monitoring for U.S. clients and support fund managers on incident resolution
• Partner with Fund Managers and Client Directors to accurately interpret and implement new mandates/amendments
• Drive guideline-related projects and process improvements, including support for our growing Pune offshore team
• Complete monthly/quarterly compliance attestations and respond to client guideline queries

What you'll bring:

• BA/BS in Finance, Mathematics, Economics, or related field
• 1+ years of experience in a guideline-related function, ideally with Charles River (CRD) or a similar OMS
• Strong grasp of fixed income/municipal securities (required)
• Proficiency in Excel, Word, PowerPoint; SQL a plus
• A proactive mindset for reducing operational risk and improving processes

Base salary range: $110,000–$125,000, plus comprehensive benefits (medical/dental/vision, 401(k), disability, EAP, and more).

4 days on-site