Portfolio Compliance Specialist | Latitude Legal Portfolio Compliance Specialist | Latitude Legal
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Portfolio Compliance Specialist

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Latitude is seeking candidates for a Portfolio Compliance Specialist role. This is an exciting opportunity to be an integral member of the company’s legal and compliance department. Experience with all fixed income and equity instruments, and complex securities and derivatives is required. This role requires 3+ years of investment advisor guideline compliance experience.

Minimum Qualifications of Portfolio Compliance Specialist

  • 3+ years of investment advisor guideline compliance experience
  • Experience monitoring compliance alerts and working with investment professionals to resolve issues
  • Able to assist the compliance manager in reviewing, analyzing and interpreting restrictions found in client contracts, guidelines, amendments and other correspondence
  • Assist the compliance manger in coding client investment guidelines
  • Outstanding references
  • Bachelor’s degree in business, finance, accounting or management
  • Charles River Compliance rule coding experience is required

Position Details of Portfolio Compliance Specialist

  • Type of role: Permanent / Engagement (depending on candidate)
  • Schedule: Full-time
  • Location: Boston, MA
  • Compensation: Highly competitive and commensurate with experience

Confidentiality

Latitude will not disclose your identity or propose you to prospective clients without your prior consent. Candidates selected for further consideration will be contacted.

Only qualified applicants should apply.

About Latitude

Latitude offers life-changing engagement and permanent positions with companies and law firms to outstanding attorneys and paralegals.

Permanent Positions

Great attorneys and paralegals who are seeking permanent positions choose to work with Latitude because of our deep market knowledge, career advocacy and extensive client base. Our own practice experience and client relationships enable us to effectively tailor our candidate proposals to the specific practice strengths and interpersonal attributes that matter most to our clients and to match our candidates with the opportunities that will be most fulfilling to them.

Latitude Engagements

Great attorneys and paralegals who are seeking contract engagements or consulting roles choose to work with Latitude because of our law firm-level compensation and benefits, sophisticated and engaging work, a chance to work with great clients and peers, and a refreshing blend of freedom with self-designed boundaries. Our consulting attorneys and paralegals have the level of skill, experience, and judgment as would be expected of a permanent attorney or paralegal in a corporate legal department or law firm and the versatility to step into challenging environments and hit the ground running. If you have the right skills, personality and experience, Latitude helps you do what you are good at in a more rewarding way. Latitude attorneys and paralegals serve on a full- or part-time engagement basis, and work remotely or on-site at the client office.

While we are able to work only with a select few of the most outstanding candidates, our customized approach results in a high success rate for those candidates we choose to recommend.

For more information about Latitude, please visit us at https://latitudelegal.com.

Latitude is an Equal Opportunity Employer

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