Guideline Management Analyst

Insight Investment

Guideline Management Analyst at Insight Investment reviewing investment guidelines and coding restrictions. Collaborating with teams to enhance processes while ensuring compliance across U.S.

Posted 5/14/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $125,000 per yearWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Build a detailed knowledge of Charles River (CRD), understanding the various risk limits and the coding capabilities
Ensure all new mandates/amendments are coded into systems within the agreed timeframes with a high level of accuracy
Work closely with the Fund Managers and Client Directors to ensure that coding has been accurately interpreted and signed off within the appropriate timeframe
Ensure client guideline queries from across the business are answered in a timely and accurate manner
Complete post trade monitoring of incidents generated by the compliance systems, ensuring incidents are proactively escalated and recorded in the relevant systems
Complete monthly and quarterly compliance attestations within the required deadlines
Support the fund managers with ad-hoc queries related to pre-trade warnings generated by the compliance systems
Continuously engage with IT to evolve systems and assisting in Guideline related projects.
Assist the Guideline Monitoring Manager in the build out of the offshore Team in Pune
Work closely with Fund Management and the Client Services team in the review of guidelines – ensuring that amendments can be coded into the compliance systems and standardizing the format of guidelines across the U.S. business
Liaise with various internal parties (Fund Managers, Legal, Compliance, Risk, Client Directors, Traders) on Guideline Management team projects – ensuring deadlines are met
Proactively devise ways to reduce operational risk to the business and to increase the efficiency of processes

Requirements

What you’ll need

Minimum of a BA or BS in finance, mathematics, economics or equivalent
Prior experience of working in a guideline-related function
Working within CRD, however experience with an alternative Order Management System may also be considered
Experience of working on Guideline related projects with a proven ability to enhance existing processes
Proficient in using Microsoft Excel, Word, and PowerPoint
SQL experience is beneficial
Strong understanding of fixed income/municipal securities

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Insight Investment Website LinkedIn All Job Openings 501 - 1000 employees Insight Investment is a leading global asset manager, responsible for assets under management across liability driven investment (LDI), cashflow-driven investing (CDI) and longevity hedging, currency management, fixed income, absolute return, multi-asset and specialist investment strategies. Guideline Management Analyst 🔥 48 minutes ago 🏢🏡 Boston – Hybrid 💵 $110k - $125k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧐 Business Analyst Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Build a detailed knowledge of Charles River (CRD), understanding the various risk limits and the coding capabilities
Ensure all new mandates/amendments are coded into systems within the agreed timeframes with a high level of accuracy
Work closely with the Fund Managers and Client Directors to ensure that coding has been accurately interpreted and signed off within the appropriate timeframe
Ensure client guideline queries from across the business are answered in a timely and accurate manner
Complete post trade monitoring of incidents generated by the compliance systems, ensuring incidents are proactively escalated and recorded in the relevant systems
Complete monthly and quarterly compliance attestations within the required deadlines
Support the fund managers with ad-hoc queries related to pre-trade warnings generated by the compliance systems
Continuously engage with IT to evolve systems and assisting in Guideline related projects.
Assist the Guideline Monitoring Manager in the build out of the offshore Team in Pune
Work closely with Fund Management and the Client Services team in the review of guidelines – ensuring that amendments can be coded into the compliance systems and standardizing the format of guidelines across the U.S. business
Liaise with various internal parties (Fund Managers, Legal, Compliance, Risk, Client Directors, Traders) on Guideline Management team projects – ensuring deadlines are met
Proactively devise ways to reduce operational risk to the business and to increase the efficiency of processes 🎯 Requirements
Minimum of a BA or BS in finance, mathematics, economics or equivalent
Prior experience of working in a guideline-related function
Working within CRD, however experience with an alternative Order Management System may also be considered
Experience of working on Guideline related projects with a proven ability to enhance existing processes
Proficient in using Microsoft Excel, Word, and PowerPoint
SQL experience is beneficial
Strong understanding of fixed income/municipal securities Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Business Analyst 🕒 April 30 SMX 1001 - 5000 🏢 Enterprise 🔒 Cybersecurity 🏛️ Government Website LinkedIn All Job Openings Business Analyst performing system analysis and production support at SMX for Boston-based customers. Investigating issues and translating business needs into technical requirements. 🏢🏡 Boston – Hybrid 💵 $83.3k - $138.8k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🧐 Business Analyst Business Analyst II, Research 🕒 April 3 Beth Israel Lahey Health 10,000+ employees ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Business Analyst supporting the implementation of research administration software suite at Beth Israel Lahey Health. Collaborating with stakeholders and technical teams for effective solutions and regulatory compliance. 🏢🏡 Boston – Hybrid 💵 $80k - $120k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧐 Business Analyst Senior HRIS Business Analyst – Workday HCM 🕒 April 1 EnergySolutions 501 - 1000 Website LinkedIn All Job Openings Senior HRIS Business Analyst managing Workday HCM configurations and optimizing HR systems for employee experience at Energy Solutions. Collaborating with HR, Payroll, Compliance, and IT teams for effective service delivery. 🏢🏡 Boston – Hybrid 💵 $107.4k - $134.1k / year ⏰ Full Time 🟠 Senior 🧐 Business Analyst 🦅 H1B Visa Sponsor Business Analyst 🕒 April 1 applike group 51 - 200 🎮 Gaming Website LinkedIn All Job Openings Business Analyst focusing on data operations and analytics at adjoe, a mobile advertising company. Engaging with data-related challenges while enhancing operational processes. 🏢🏡 Boston – Hybrid ⏰ Full Time 🟢 Junior 🟡 Mid-level 🧐 Business Analyst Business Analyst 🕒 March 4 CGS Federal (Contact Government Services) 51 - 200 🤝 B2B 🔒 Cybersecurity Website LinkedIn All Job Openings Business Analyst collaborating with federal agencies in content strategy and business operations. Support technology implementation efforts and facilitate documentation and requirements gathering. 🏢🏡 Boston – Hybrid 💵 $60k - $110k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🧐 Business Analyst View More Business Analyst Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

Charles RiverSQLMicrosoft ExcelMicrosoft WordMicrosoft PowerPointguideline codingcompliance systemspost trade monitoringrisk managementprocess enhancement

Soft Skills

attention to detailtimelinesscommunicationcollaborationproblem-solvingorganizational skillsproactive approachinterpersonal skillsleadershipefficiency improvement