Investment Business Analyst for Boston or SFO based – Hybrid (Local only)

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Somnath Anand

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Mar 18, 2026, 4:38:46 PMMar 18
to Somnath Anand

Hi,

Please share resume for below role:-

 

Boston or SFO based – Hybrid – Business Analyst

 

 

  • Support the analysis and implementation of compliance rules pertaining to securities regulations (e.g., SEC, FINRA, MiFID II, CFTC), investment guidelines, and internal policies.
  • Assist in the review and onboarding of new investment mandates, ensuring client investment guidelines are accurately coded and tested in compliance systems.
  • Participate in the investigation and resolution of trade compliance alerts and breaches.
  • Partner with Technology to configure, test, and validate rule logic within order management and compliance monitoring systems (e.g., Charles River, Bloomberg AIM, or similar platforms).
  • Conduct gap analysis between current-state and future-state compliance workflows and recommend process improvements.
  • Develop and maintain documentation including business requirements documents (BRDs), functional specifications, process flows, and user acceptance testing (UAT) plans.
  • Having prior experience in similar clients MUST – Wellington, Fidelity Investments or similar.

 

 

 

 

Somnath Anand
Sr. Technical Recruiter

E-Solutions
W: www.e-solutionsinc.com

 

Offices in 35 countries with a global workforce in 150 countries

 

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