Specialized Consultant Mid Level

New York, NY

Post Date: 07/19/2017 Job ID: 9959422 Industry: FIN Consulting
*5+yrs experience

- Performing detailed reviews of fund related documentation
- Confirming rules are accurately identified and stated within account summary documents
- Conducting reviews of monitoring systems to ensure rule guidelines reconcile to fund and client
documentation
- Performing ad-hoc functions related to the IMA Review Project
- Performing certain system testing related to guidelines

*Experience with Fidessa Sentinel system is a plus
*Strong investment surveillance background

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