Investment Management Analyst
3 weeks ago
Our Client, a Global Financial Services Firm, is seeking a Investment Management Analyst - Compliance and Regulatory Oversight in their Dallas, TX location.
Responsibilities:
- Manage multiple client requests, ensuring the timely completion of all deliverables.
- Evaluate project plans and recommend enhancements and process improvements to ensure regulatory compliance.
- Maintain relationships with cross-functional teams and third-party vendors, ensuring adherence to regulatory standards.
- Prepare project trackers and lead client meetings to provide progress updates and address compliance issues.
- Identify and resolve gaps in processes and project execution to meet regulatory requirements.
- Cultivate long-term relationships with clients, business partners, and stakeholders, while ensuring compliance with regulatory guidelines.
- Interpret financial and legal entity documentation from various domains and sources, ensuring compliance with regulatory frameworks.
- Adapt and become an expert on proprietary products and client business lines, ensuring regulatory compliance.
- Strategize and implement new workflows and processes to meet evolving regulatory requirements and client needs.
Requirements:
- Experience in investment management, with a focus on regulatory compliance and client onboarding lifecycle.
- Strong analytical skills with the ability to interpret financial and legal documentation in the context of regulatory frameworks.
- In-depth knowledge of compliance and regulatory requirements in the investment management industry.
- Ability to navigate complex engagements and adapt to new regulatory requirements.
- Excellent communication and relationship management skills, with the ability to liaise effectively with clients, regulators, and internal stakeholders.
- Proven track record of project management and client servicing in a regulatory environment.
- Comfortable working in a fast-paced environment and managing multiple tasks simultaneously while ensuring regulatory compliance.
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