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Asset & Wealth Management Operations-Client Onboarding & Configuration-New York-Senior Analyst
Hdpc Fa Us2 Oraclecloud Com CX 3002 · New York, NY, United States · Deleted · Oracle Recruiting Cloud / Fusion HCM
Job facts
| Field | Value |
|---|---|
| Company | Hdpc Fa Us2 Oraclecloud Com CX 3002 |
| Title | Asset & Wealth Management Operations-Client Onboarding & Configuration-New York-Senior Analyst |
| Normalized title | - |
| Department / team | Analyst |
| Location | New York, NY, United States |
| Work model | - |
| Employment type | - |
| Salary | - |
| Status | deleted |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
| Posted / first seen | 2026-05-20 / 2026-05-31 |
| Changed / last seen | 2026-06-06 / 2026-06-04 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Hdpc Fa Us2 Oraclecloud Com CX 3002. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Oracle Recruiting Cloud / Fusion HCM. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in New York. | Open |
| Department jobs | Active postings in Analyst. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Hdpc Fa Us2 Oraclecloud Com CX 3002 |
| Source | 6c2fc4b4-b977-4fca-ad16-3207bde507b7 |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
Description
Description
JOB SUMMARY AND RESPONSBILITIES
Holistic ownership and understanding of client accounts, trade life cycle and act as a single point of contact for AMD business for any investment guideline issues or queries. Types of client accounts include institutional separately managed accounts, regulated mutual funds/pooled vehicles, ERISA pension plans, and unregistered private funds.
Ability to understand and decipher into business logic from sources including investment management agreements (IMA), fund prospectuses and statement of additional information, Investment Policies, Pre-Contractual Obligations (PCDs) and other client investment restrictions including an ever-evolving landscape of Environmental, Social and Governance (“ESG”) client and regulatory requirements.
Implement and maintain client and regulatory guideline rules on compliance platforms
Liaison with Investment Teams to ensure understanding and adherence to investment guidelines
Partner with various operations and technology engineering teams to improve data availability and quality, and improvements/modernization of existing processes.
Collaboration with post-trade guidelines monitoring partners to provide advice and assistance in helping to resolve live guideline exceptions and issues, exceptions reduction, and manually monitored guidelines.
Represent the team in client meetings for due diligence purposes
Partner and liaise with client implementation teams to qualify new business, implement account events, and ensure the adequacy of account surveillance.
Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture.
BASIC QUALIFICATIONS
Bachelor’s degree required
Analyst level with around 2-4 years of professional experience in the financial services industry
Knowledge of operational aspects of trade management or investment guidelines surveillance
Be highly collaborative, team-oriented, and strong consensus builder
Demonstrate ability to partner across product groups, regions, and functional responsibilities
Possess strong communication and interpersonal skills both written and oral
Flexibility to be available for occasional time-sensitive pre-trade support needed after hours prior to Asia market opening
PREFERRED QUALIFICATIONS
Solid base understanding of equities, fixed income, bank loans, private credit, currencies, and derivative instruments
Chartered Financial Analyst (CFA) / Financial Risk Manager (FRM) by GARP) / Chartered Institute for Securities & Investment (CISI) certifications will be a plus
Strong Microsoft Excel skills
Experience in coding and/or monitoring investment guidelines using systems such as Sentinel, Charles River, Aladdin, Bloomberg AIM will be an advantage
Be a strategic thinker, possess strong facilitation and data gathering skills
Effective problem solver, multi-tasking, attention to detail, and ability to work in a fast-paced environment with tight deadlines
Risk management focus
Full job record
| Job ID | 63d00efe8f9b12ac68ba92140ebc8d0ef10c16af |
| Org ID | be11fab8-3f8a-45d7-b0b8-f801e8cc9e3b |
| Source ID | 6c2fc4b4-b977-4fca-ad16-3207bde507b7 |
| Board ID | 6c2fc4b4-b977-4fca-ad16-3207bde507b7 |
| Provider | oracle_hcm |
| Provider Job Key | 158726 |
| Title | Asset & Wealth Management Operations-Client Onboarding & Configuration-New York-Senior Analyst |
| Normalized Title | — |
| Status | deleted |
| Active | no |
| Location Text | New York, NY, United States |
| Department | Analyst |
| Team | — |
| Employment Type | — |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | NY |
| City | New York |
| Salary Raw | Description JOB SUMMARY AND RESPONSBILITIES Holistic ownership and understanding of client accounts, trade life cycle and act as a single point of contact for AMD business for any investment guideline issues or queries. Types of client accounts include institutional separately managed accounts, regulated mutual funds/pooled vehicles, ERISA pension plans, and unregistered private funds. Ability to understand and decipher into business logic from sources including investment management agreements (IMA), fund prospectuses and statement of additional information, Investment Policies, Pre-Contractual Obligations (PCDs) and other client investment restrictions including an ever-evolving landscape of Environmental, Social and Governance (“ESG”) client and regulatory requirements. Implement and maintain client and regulatory guideline rules on compliance platforms Liaison with Investment Teams to ensure understanding and adherence to investment guidelines Partner with various operations and technology engineering teams to improve data availability and quality, and improvements/modernization of existing processes. Collaboration with post-trade guidelines monitoring partners to provide advice and assistance in helping to resolve live guideline exceptions and issues, exceptions reduction, and manually monitored guidelines. Represent the team in client meetings for due diligence purposes Partner and liaise with client implementation teams to qualify new business, implement account events, and ensure the adequacy of account surveillance. Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture. BASIC QUALIFICATIONS Bachelor’s degree required Analyst level with around 2-4 years of professional experience in the financial services industry Knowledge of operational aspects of trade management or investment guidelines surveillance Be highly collaborative, team-oriented, and strong consensus builder Demonstrate ability to partner across product groups, regions, and functional responsibilities Possess strong communication and interpersonal skills both written and oral Flexibility to be available for occasional time-sensitive pre-trade support needed after hours prior to Asia market opening PREFERRED QUALIFICATIONS Solid base understanding of equities, fixed income, bank loans, private credit, currencies, and derivative instruments Chartered Financial Analyst (CFA) / Financial Risk Manager (FRM) by GARP) / Chartered Institute for Securities & Investment (CISI) certifications will be a plus Strong Microsoft Excel skills Experience in coding and/or monitoring investment guidelines using systems such as Sentinel, Charles River, Aladdin, Bloomberg AIM will be an advantage Be a strategic thinker, possess strong facilitation and data gathering skills Effective problem solver, multi-tasking, attention to detail, and ability to work in a fast-paced environment with tight deadlines Risk management focus |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://hdpc.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_3002/job/158726 |
| Apply URL | https://hdpc.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_3002/job/158726 |
| First Seen At | 2026-05-31 18:05:01Z |
| Last Seen At | 2026-06-04 10:46:18Z |
| Last Checked At | 2026-06-06 20:40:56Z |
| Last Changed At | 2026-06-06 20:40:56Z |
| Inactive At | 2026-06-06 20:40:56Z |
| Source Posted At | 2026-05-20 21:22:33Z |
| Source Updated At | — |
| Raw Payload Uri | s3://bluework-jobs-prod-raw-590183727216/raw/provider=oracle_hcm/board=hdpc.fa.us2.oraclecloud.com|CX_3002/date=2026-06-04/2026-06-04T10-44-50-180Z-903617627214e501e5f37266df589a58de5c434b311e2a303fc488e459631146.json |
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