Assistant Manager – Portfolio Compliance at Atrium

Boston, MA

About the Job

Our client is on the hunt for an Assistant Manager-Portfolio Compliance. If you are looking for an impactful role with exposure to senior leadership, then this is the position for you!

Salary/Hourly Rate:

$115k – $125k

Position Overview:

The Assistant Manager-Portfolio Compliance will work collaboratively with the legal and compliance teams on monitoring and maintaining investment guidelines for clients. They will also collaborate with Investment teams and clients to resolve guideline issues while maintaining fiduciary responsibility.

Responsibilities of the Assistant Manager – Portfolio Compliance:

Review and comment on proposed client guideline changes during the intake process.
Code and validate new or amended guidelines in CRD to ensure accuracy.
Oversee Compliance Specialists, provide training, and address CRD alerts promptly.
Handle ad hoc compliance projects and facilitate client guideline clarifications, amendments, or waivers as needed.

Qualifications for the Assistant Manager – Portfolio Compliance:

5+ years of experience with investment compliance.
Ability to multi-task and prioritize work effectively.
Strong analytical skills.
Extensive rule coding knowledge.

Education Requirements:

Bachelor’s degree in Accounting, Finance, or a related business field is required.

Benefits:

Client-provided benefits available, upon eligibility.

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As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO

Position ID: 152901