Job Description
Compliance Reporting Analyst - Investment Management
We are currently seeking candidates for a Compliance Reporting Analyst opportunity with a highly successful investment management firm based in Boston, MA. This role will work closely with the Compliance Reporting team to support compliance, client, and regulatory reporting functions. The ideal candidate will have 1–3+ years of experience in compliance reporting, client reporting, and/or regulatory reporting, preferably within the investment management or broader financial services industry.
This is a 3 month contract position, paying between $30-$37/hour (depending on experience). This role supports a hybrid work-model, consisting of 3 onsite and 2 remote days/week.
Responsibilities:
- Collaborate with the Compliance Reporting Team, assisting in daily compliance reporting activities and operational processes.
- Perform and deliver compliance reporting, including, but not limited to, client reporting, corporate reporting, investment reporting, and regulatory reporting.
- Develop and maintain working knowledge of reporting requirements related to investment and corporate compliance for US and non-US jurisdiction.
- Perform research and analysis related to compliance reporting, staying up-to-date on industry trends, standards, and guidelines.
- Contribute to additional reporting responsibilities, including management reporting and regulatory reporting.
- Perform ad-hoc tasks and projects as needed.
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or related field.
- Knowledge of financial regulations, such as the 1940 act
- 1-3+ years of compliance reporting experience in investment management or financial services.
- Experience performing client reporting and corporate compliance reporting functions in investment management or financial services.
- Strong experience leveraging compliance reporting systems and tools.
- Proficiency in basic data analysis (Excel, Tableau, PowerBI).
- Working knowledge of compliance reporting and regulatory frameworks, and willingness to stay up-to-date on industry trends and standards.
- Ability to analyze data and meet complex reporting requirements.
- Proven ability to work independently and collaboratively.
- Strong organizational skills and attention to detail.
For immediate consideration, interested and qualified candidates should send their resume to Lydia at Lsinger@daleyaa.com.
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