Investment Guideline Monitoring (Charles River, Rule Coding & Investment Guidelines)
Core
Implementation and coding of regulatory and contractual investment guidelines in Charles River to ensure compliance.
Role type
Investment Guideline Monitoring Engineer (Rule Coding)
Builds
Automated rule coverage and compliance monitoring systems
Domain
Financial Services / Investment Compliance
Required skills
Charles River, Bloomberg, Aladdin, Sentinel, Thinkfolio, MIG21, investment instruments, portfolio management, regulatory guidelines, investment compliance systems
Preferred skills
rule coding, guideline standardization, process automation, stakeholder management
Responsibilities
Pre and Post trade rule coding, analyzing and interpreting regulatory documents, reviewing guideline violations, testing rules, working with internal IT and external vendors
Seniority
Mid-level, hands-on IC