Client Guideline Reporting Analyst
Daley And Associates, LLC
Boston, Thomas County · full-time · $125,702 – $125,702 / yr
Job Description Client Guideline Reporting Analyst We are seeking candidates for a Client Guideline Reporting Analyst opportunity with a premier investment management firm in Boston, MA. This role partners closely with investment teams to monitor and ensure portfolio transactions and holdings adhere to client investment guidelines and regulatory requirements. The ideal candidate is analytical, detail-oriented, and eager to build expertise in investment operations and compliance while thriving i…