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Daley and Associates Logo Daley and Associates · IT - Software Development

Portfolio Compliance Analyst

United States, Boston 30.00 - 40.00 USD / Hour · Job Posted July 05, 2026
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Job Description

We are currently seeking candidates for a Portfolio Compliance Analyst opportunity with a top-tier Private Equity firm located in Boston, MA. The Portfolio Compliance Analyst will ensure investment transactions and holdings are compliant with client guidelines and regulatory requirements. The ideal candidate will have 1-3+ years of related experience in financial services. This is a 6+ month contract opportunity, paying between $30-$40/hour (depending on experience). This role supports a hybrid work model, consisting of 4 onsite and 1 remote day/week.

Job Responsibility

  • Partner with portfolio services and investment teams and support daily activities and proceedings
  • Ensure investment transactions and holdings are compliant with client guidelines and regulatory requirements
  • Review Investment Management Agreements, evaluate client guidelines, and maintain the guideline monitoring system (Sentinel)
  • Collaborate with investors and provide pre-trade support
  • Resolve post-trade incident exceptions generated from Sentinel
  • Maintain active and open communication with Compliance, Global Relationships, Product Management, and Portfolio Management
  • Develop and utilize a solid understanding of investment strategies relative to client guidelines and regulatory requirements

Requirements

  • Bachelor's degree in Finance, Accounting, or related field
  • 1-3+ years of experience working in an investment management firm or a financial services firm
  • Working knowledge of all investment types, including equity and fixed income products, and derivative instruments
  • Experience in monitoring investment guidelines, working in an investment compliance role, and understanding regulatory requirements for 40 Act and UCITs funds
  • Excellent communication (written and verbal) and interpersonal skills
  • Strong technical skills, including proficiency with Microsoft Office Suite (especially Excel)
  • Experience utilizing a compliance monitoring system (preferably Sentinel)
  • Strong attention to detail and demonstrated intellectual curiosity
  • Great organization, time management, and prioritization skills
  • Self-motivated and deadline-driven
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