Who we are looking for
Investment Compliance Specialist will focus on transition of Investment Compliance legacy system from MIG21 monitoring system to CRIMS (all instances & countries in scope of Poland). Specialist will work on testing (prod parallel), resolving issues, designing solutions, creating & sharing best practice, building and streamlining the operating model in CRD. Post conversion the specialist will join respective BAU teams.
Why this role is important to us
The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019.
Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.
What you will be responsible for
As Investment Compliance Specialist you will
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Review and comparison of rules, results & reporting between CRIMS and the legacy system during the parallel period
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Where necessary, suggest updates to test logic to ensure it meets both client requirements and system best practices.
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Develop compliance operating model in automated investment compliance software (Charles River) from both system & operations perspective
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Standardize client requirements & proposing solutions
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Document requirements for process improvements or functional changes / enhancements
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Optimize Investment Compliance workflow
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Be responsible for best practice creation, spreading across IC teams & creating supporting documentation
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Be responsible for Project Management duties
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Support BAU and production issues for converted clients (post-implementation support).
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Assess operational effectiveness and make suggestions to streamline and improve upon functions, workflow and processes.
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Help to manage relationships with clients, making sure that requests are being met and that internal / external clients are satisfied with the level of service.
What we value
These skills will help you succeed in this role
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Ability to develop business relationships, both within and outside of the organization.
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Excellent interpersonal, organizational and communication skills.
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Strong problem-solving, time management, and analytical skills
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Ability to work under pressure.
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Ability to effectively prioritize multiple competing tasks, and execute upon concurrent assignments.
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Demonstrates a process improvement mentality
Education & Preferred Qualifications
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Bachelor’s degree or equivalent.
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Good understanding of fund regulations and prospectus guidelines
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Experience working with Bloomberg data or other market data vendors an asset(IDC, RIMES MDS, Reuters)
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Experience administering and supporting rules-based applications and reporting tools.
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Expertise of MIG21& investment compliance operations or strong fund admin background
We offer
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Flexible working hours (restricted to the current business need)
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No Intra-day deadlines
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Interesting, non-repetitive process
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Possibility to Work From Home
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Employee savings plan
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Premium life insurance package
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VIP medical package
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International operating environment
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Language classes
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Soft skills training's
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Technical workshops