Investment Products Monitoring Analyst

Responsibilities

• Reviews and evaluates client guidelines, and updates and maintains Sentinel accordingly
• Supports pre- and post-trade activities with investors
• Collaborates with other internal teams
• Applies knowledge of investment strategies, regulatory requirements, and client guidelines
• Provides additional support as needed

Qualifications

• Bachelor’s Degree required
• 1-3+ years of experience in investment product monitoring, client operations, guideline monitoring, or regulatory reporting in Financial Services, Investment Management, or Asset Management industry
• Deep understanding of various investment types, including fixed income, equity, and derivative products
• Previous experience using Sentinel or a similar guideline reporting system
• Proficiency in Word, Excel
• Experience with AI, Python, and SQL is a plus, but not required