Description:

Lead a project for a trillion-dollar AUM asset manager to transform management of Investment Management Agreements (IMAs).
Build a structured, searchable compliance system to reduce manual errors and improve efficiency in managing investment guidelines.

Requirements:

Technical Architecture & Implementation:
- Experience with rules engines (e.g., Drools, DMN) and temporal data models.
- Knowledge of semantic modeling and audit trails.
- Experience in document extraction and scenario-based testing.
Investment Compliance Expertise:
- Experience coding investment guidelines into compliance rules on platforms like Charles River or Bloomberg AIM.
- Understanding of asset management workflows and IMAs.
Agency & Communication:
- High agency and strong writing skills for clear communication with stakeholders.
- Ability to engage with clients at a senior level.

🏥 Medical, Dental, and Vision Coverage: Comprehensive health benefits for you and your family.
🌴 Flexible PTO: Take the time you need to relax and rejuvenate.

Benefits