Daley And Associates, LLC · 1 day ago
Compliance Reporting Analyst
Boston, MA
Contract
Hybrid
Entry, Mid Level
$30/hr - $37/hr
2+ years expDaley And Associates, LLC is seeking a Compliance Reporting Analyst for an elite Investment Management firm in Boston, MA. The role involves supporting compliance reporting, client reporting, and regulatory reporting functions, requiring collaboration with the Compliance Reporting Team and a strong understanding of reporting requirements.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Responsibilities
Collaborate with the Compliance Reporting Team, assisting in daily compliance reporting activities and operational processes
Perform and deliver compliance reporting, including, but not limited to, client reporting, corporate reporting, investment reporting, and regulatory reporting
Develop and maintain working knowledge of reporting requirements related to investment and corporate compliance for US and non-US jurisdiction
Perform research and analysis related to compliance reporting, staying up-to-date on industry trends, standards, and guidelines
Contribute to additional reporting responsibilities, including management reporting and regulatory reporting
Perform ad-hoc tasks and projects as needed
Qualification
Required
Bachelor's degree in Finance, Economics, Business, or related field
Knowledge of financial regulations, such as the 1940 act
2-4+ years of compliance reporting experience in investment management or financial services
Experience performing client reporting and corporate compliance reporting functions in investment management or financial services
Strong experience leveraging compliance reporting systems and tools
Proficiency in basic data analysis (Excel, Tableau, PowerBI)
Working knowledge of compliance reporting and regulatory frameworks, and willingness to stay up-to-date on industry trends and standards
Ability to analyze data and meet complex reporting requirements
Proven ability to work independently and collaboratively
Strong organizational skills and attention to detail
Company
Daley And Associates, LLC
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
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