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Compliance Officer, Finance & Banking

Job in New York, New York County, New York, 10261, USA
Listing for: Trevose Partners
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist
  • Law/Legal
    Regulatory Compliance Specialist
Job Description & How to Apply Below
Location: New York

A global investment management firm is seeking a Compliance Officer to join its team in New York. This position reports into senior compliance leadership and works closely with both Compliance and Legal.

Key Responsibilities
  • Assist with electronic communications reviews to help identify potential policy concerns
  • Review and assess subject matter expert meeting requests
  • Provide day to day compliance guidance and support to investment and non investment staff
  • Support onboarding by reviewing new hire exams and assisting with compliance training
  • Chaperone calls when required and maintain accurate notes and documentation
  • Contribute to regulatory filings and annual compliance program reviews
  • Partner with senior compliance leadership on data and research related compliance matters
  • Escalate issues as needed and assist with ad hoc compliance projects
Qualifications
  • 2+ years of compliance or legal experience within an Investment Adviser
  • High attention to detail and a strong sense of accountability
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