Clo Compliance Services Sr. Analyst

GOCal

Andover, MA, USA
Base: $65,000.00 to $87,500.00; bonus/equity: elig...
Hybrid (2x a week in the andover, ma office)
Generate and manage daily deliverables
Perform routine reconciliation of key data
Monitor cash collection, payment, and reserve accounts
GOCal is seeking a Clo Compliance Services Sr. Analyst to join their Compliance Services team in Andover, MA. The role involves ensuring regulatory compliance for investment management clients and requires a strong background in financial services, analytical skills, and proficiency in Microsoft Excel

Job Summary

  • The Compliance Services team operates as a critical partner to our investment management clients, ensuring regulatory excellence while enabling business growth.
  • Generate and manage daily deliverables for capital management firm clients, ensuring accurate and timely delivery of compliance services.
  • Our benefits include Health & Wellness, Flexible Downtime, Continuous Learning, Invest in Your Future, and Family Friendly Perks.

Matching Summary

Match Score: 85

GOCal is seeking a Clo Compliance Services Sr. Analyst to join their Compliance Services team in Andover, MA. The role involves ensuring regulatory compliance for investment management clients and requires a strong background in financial services, analytical skills, and proficiency in Microsoft Excel.

Salary

Base: $65,000.00 to $87,500.00; Bonus/Equity: eligible for an annual incentive plan; Benefits: eligible to receive additional S&P Global benefits

Skills & Requirements

Must-have

  • Generate and manage daily deliverables
  • Perform routine reconciliation of key data
  • Monitor cash collection, payment, and reserve accounts
  • Manage client inquiries regarding collateral attributes
  • Subject Matter Expert on the team
  • Collaborative approach, attention to detail

Nice-to-have

  • Continuous learning, proactive problem-solving
  • Staying ahead of evolving regulatory landscape
  • Enhance client satisfaction
  • Opportunities for professional development

Key Requirements

  • Bachelor's degree in Finance, Accounting, Business Administration, or related field
  • 1-3 years of experience in financial services, compliance, or analytical roles
  • Strong proficiency in Microsoft Excel and database management
  • Ability to work in a hybrid schedule 2x’s a week in the Andover, MA office
  • Indefinite right to work in the United States

Work Rights

Indefinite right to work in the United States

Tailored Resume

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