Role OverviewThe Senior Investment Compliance Analyst will work with the compliance staff to ensure investments comply with all relevant City, State and Federal law, the Systems' investment guidelines, and asset allocation decisions made by the Systems and their Trustees.
What You Will Do
Responsibilities include performing comprehensive compliance-related operational due diligence and disclosure form review on all new and existing public and private market manager recommendations and investments, managing the compliance review to resolve portfolio trades and investments that do not comply with investment policy statements and investment guidelines, and serving as the BAM Compliance liaison for all matters relating to the Systems' Custodian.
Why It Might Be a Fit
The ideal candidate will have a baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in accounting, business administration, economics, finance, law, mathematics, and/or statistics, and one year of satisfactory full-time experience in investment activities of a governmental agency, financial institution, or brokerage firm.
Requirements
- baccalaureate degree from an accredited college or university
- 24 semester credits in accounting, business administration, economics, finance, law, mathematics, and/or statistics
- one year of satisfactory full-time experience in investment activities of a governmental agency, financial institution, or brokerage firm
Benefits
- Dental insurance
- Vision insurance
- Health insurance
- Retirement plan
- Paid holidays
- Paid time off
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