Demo

Information Technology Applications - Technical Analyst III

Compunnel
Baltimore, MD Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

Job Summary

We are looking for a front-user facing professional with Charles River expertise to join our team. The ideal candidate will have 3-5 years of applicable experience and will be responsible for reviewing investment activities, supporting client reporting on restrictions, and collaborating with stakeholders. This position requires direct interaction with clients and compliance teams, with a focus on trade and lifecycle experience.

Key Responsibilities

  • Review investment activities coded into clients' compliance systems (using Charles River).
  • Support client reporting on investment restrictions and provide necessary compliance documentation.
  • Collaborate with stakeholders to provide timely and accurate information related to compliance and investment activities.
  • Manage and execute projects assigned by the compliance leadership team.
  • Ensure that client-facing activities meet compliance standards and regulations.

Required Qualifications

  • Minimum of 3-5 years of applicable experience in compliance, investment, or trade-related roles.
  • Bachelor's degree in a related field or equivalent years of professional experience in place of degree requirements.
  • Strong understanding of Charles River and its compliance capabilities.
  • Investment and trade experience, with familiarity in lifecycle management.
  • Experience with monitoring and compliance activities using Charles River.
  • Ability to communicate effectively with both clients and internal stakeholders.
  • Strong project management skills, with the ability to manage multiple tasks and deadlines.
  • Preferred Qualifications

  • Experience working directly with clients in compliance roles.
  • Previous experience in a front-office role, interacting with investment activities and reporting.
  • Knowledge of other investment management systems is a plus.
  • Certifications

    Charles River Certification (preferred but not required).

    Education : Bachelors Degree

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