Fiduciary Tax Manager, Charitable Asset Management, VP II
State Street
Investment Oversight Analyst, VP I
State Street
full-time
Posted on:
Location Type: Office
Location: Boston • Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $177,500 per year
Job Level
Lead
About the role
- Provide investment oversight support for the investment management and other functions of SSIM and SSIM Funds Management, Inc.
- Familiarity with private credit and CLO investments
- Communicate data and system requirements to IT and vendor teams
- Conduct pre and post trade compliance monitoring for all asset classes
- Lead projects with IT, Data, and system vendors for compliance systems
- Develop and implement automated rules for compliance monitoring
- Track new account and amendment onboarding status and provide reporting to management
Requirements
- Bachelor's degree in Finance, Accounting or Economics is preferred
- 10+ years’ experience in the investment management field including experience in investment portfolio compliance or other areas of compliance
- Compliance Platform (Sentinel/CRD) hands on rule coding experience
- Proficient in Bloomberg
- Proficient in Microsoft Word and Excel
- Knowledge of local regulations as it pertains to rule coding and monitoring of accounts
Benefits
- Health insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- Retirement savings plan (401K) with company match
- Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- Access to Employee Assistance Program
- Incentive compensation including eligibility for annual performance-based awards
- Eligibility for certain tax advantaged savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment oversightcompliance monitoringrule codingautomated rules developmentdata communicationpre and post trade complianceinvestment portfolio complianceprivate credit investmentsCLO investmentsaccount onboarding
Soft skills
communicationproject leadershipreportingcollaboration
