Bridge Property Management · 2 months ago
Compliance Senior Analyst
Salt Lake City Office, Sandy, Utah
Full-time
Onsite
Mid, Senior Level
2+ years expBridge Property Management is a company focused on investment compliance, seeking a Compliance Senior Analyst to support their compliance program. The role involves monitoring regulatory adherence, contributing to compliance testing, and collaborating across teams to promote compliance within the organization.
Commercial Real EstateConstructionReal EstateReal Estate Investment
Responsibilities
Support oversight and implementation of investment adviser compliance controls, including:
Identification and management of conflicts of interest
Monitoring and handling the flow of material non-public information (“MNPI”) and associated control room functions
Maintaining restricted securities lists, coordinating wall-crossing approvals and related documentation
Contribute to compliance testing and surveillance of investment activity and allocations
Collaborate with various business units and compliance stakeholders to identify and mitigate compliance risks
Contribute to the development and refinement of compliance policies and procedures
Assist with policy-related questions from business unit and compliance stakeholders
Maintain organized records and assist with internal and regulatory reporting
Work with investment, legal, operations, technology and investor relations teams to promote firmwide compliance
Participate in projects and broader risk compliance initiatives
Participate in training, keep current with industry regulations, and help reinforce a culture of compliance across the business
Qualification
Required
Bachelor's degree with an excellent record of academic achievement
2–5+ years in control room, investment compliance, or adjacent regulatory roles within financial services
Working knowledge of conflict-management workflows, MNPI controls, and restricted list practices
Strong understanding of investment compliance frameworks and regulatory requirements
Attention to detail, ability to work discreetly with confidential information, strong judgment, stakeholder management, clear communication, organization, and proficiency in Microsoft Office are necessary
Experience with compliance data/analytics or list-management technologies like (e.g., Tableau/ Bloomberg/ database familiarity)
Proactive, accountable, and eager to learn in a fast-paced environment
Benefits
Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance.
Company paid Life Insurance (option to buy additional available) and Long-Term Disability.
Access to benefits concierge service.
Access to Mental Health & Well-Being service.
401K:Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days.
Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year.
11 Paid Holidays per year.
Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child.
Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months.
Company
Bridge Property Management
Bridge Property Management provides accounting services & property management solutions to each property owner.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Matt DeGraw, CPM
President and CEO
Tim Reardon
Chief Operating Officer
Recent News
2023-12-22
California Globe
2023-12-22
Company data provided by crunchbase