Accenture · 2 days ago
Investment Compliance Analyst
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Responsibilities
Risk and compliance exceptions and document reviews for IPS and client report generation.
Preparation for Escalations gathering information from internal client's partners to complete IEWG form for timely submission to Division Investment Director.
Envestnet waiver reviews, including research, monitoring approval process and closure prior to expiry.
Qualification
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Required
Minimum of 2 years in fiduciary investment or administrative advisory support experience.
Preferred
Bachelor's Degree
Demonstrated understanding of the fundamentals of finance and investment theory.
Possesses presentation skills as well as oral and written communication skills.
Knowledge of Microsoft Office with applicable experience.
Company
Accenture
Accenture is a professional services company, providing services and solutions in strategy, consulting, digital, technology and operations.
Funding
Current Stage
Public CompanyTotal Funding
$6MKey Investors
Youth Business International
2018-10-01Grant· $6M
2011-01-14IPO· fra:CSA
Recent News
Financial Express
2024-06-05
2024-06-05
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