Lead and develop a team responsible for guideline interpretation, implementation, and ongoing governance

Partner with Client-Facing and Legal teams to negotiate and operationalize investment discretion language

Interpret complex investment restrictions across client mandates and regulatory frameworks

Oversee the design and implementation of compliance rules within internal systems

Support the Trade Floor by providing timely, practical guidance on guideline-related questions

Drive resolution of portfolio guideline inquiries and escalations

Lead and deliver strategic initiatives to enhance guideline processes, scalability, and automation

Bachelor’s degree (Finance, Economics, Business, Accounting, or related field preferred)

7+ years of experience in investment compliance, asset manageme...