Senior Investment Compliance Specialist, Officer

Who we are looking for
Senior Investment Compliance Specialist will assume a role of a subject matter expert across the organization, providing assistance in the research, resolution and timely execution of projects related to Charles River compliance system and other duties outlined below.

Senior Specialist is expected to take ownership of assigned responsibilities and deliver results through completion of projects related to CRIMS System across the local organization (all instances and countries in scope of Poland).

What you will be responsible for

• Review, analysis and development of compliance tests or results of the analysis in Investment Compliance system
• Where necessary, manual update of test logic to ensure it meets both, client requirements and best practices
• Review of client's requirements by updating syntax, structure or process to improve client's experience
• Review, analysis and documentation of process improvements and/or system functionality enhancements
• Development of Implementation or Operations operating model in automated investment compliance software (Charles River) from both, system & operations perspective
• Proposing and creating developments to the any elements of the existing work frame (i.e. rules, data sourcing, data mapping, client ad hoc requests, others), optimizing existing processes
• Assessing operational effectiveness and make suggestions to streamline and improve upon functions, workflow and processes.
• Standardizing client / regional requirements & proposing solutions
• Documenting requirements for process improvements or functional changes / enhancements
• Implementation and continuous update of Best Practice document, listing all key processes and documentation of their most efficient execution
• Managing relationships with clients, making sure that requests are being met and that internal / external clients are satisfied with the level of service
• Demonstrating flexibility by supporting different project needs and requests as well as contributing to wide range of project topics
• Maintaining standards of personal and professional performance/behavior

What we value
These skills will help you succeed in this role:

• Bachelor's degree or equivalent.
• Five or more years (depends on the level) of experience in Mutual Fund Administration.
• Investment Compliance background preferred: SEC and IRC guidelines for registered investment products, money market restrictions, UCITS or other regulated environments.
• Experience working with Bloomberg data or other market data vendors an asset(IDC, RIMES MDS, Reuters).
• Experience administering and supporting rules-based applications and reporting tools.
• Preferred expertise in MIG, CRIMS & Microsoft Office: Excel.
• Ability to develop business relationships, both within and outside of the organization.
• Excellent interpersonal, organizational and communication skills.
• Strong problem-solving, time management, and analytical skills.
• Ability to work under pressure.
• Ability to execute & deliver.
• Ability to effectively prioritize multiple competing tasks, and execute upon concurrent assignments.

We offer

• Permanent contract of employment from day one
• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
• Gold medical package for employees and their families (partner and children)
• Premium life insurance package and private pension plan
• Employee savings plan
• MyBenefit Cafeteria benefits platform including Multisport Card
• Wide range of soft skills training, technical workshops, language classes and development programs
• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
• Variety of well-being programs including Employee Assistance Program
• Technical or leadership career pathway