Guideline Monitoring Analyst

Overview

Boston based global investment management firm is actively looking for a Portfolio Guideline Monitoring Analyst to support investment teams in monitoring and maintaining adherence to client and regulatory guidelines. This role involves reviewing agreements, evaluating compliance requirements, and assisting with trade-related monitoring using internal systems.

• Review client agreements and ensure compliance with established guidelines
• Monitor investment activities and resolve exceptions using compliance systems
• Provide pre-trade and post-trade support to internal teams
• Collaborate with colleagues and other departments to maintain accurate compliance processes

• Bachelors Degree in finance, business, or a related discipline preferred
• 3+ years of experience in compliance, investment operations, or a related field
• Familiarity with guideline monitoring systems (experience with Sentinel or similar tools preferred)

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.