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HomeCompaniesHdpc Fa Us2 Oraclecloud Com CX 3002Asset & Wealth Management Operations-Client Onboarding & Configuration-New York-Senior Analyst

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

FieldValue
CompanyHdpc Fa Us2 Oraclecloud Com CX 3002
TitleAsset & Wealth Management Operations-Client Onboarding & Configuration-New York-Senior Analyst
Normalized title-
Department / teamAnalyst
LocationNew York, NY, United States
Work model-
Employment type-
Salary-
Statusdeleted
ATS providerOracle Recruiting Cloud / Fusion HCM
Posted / first seen2026-05-20 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-04

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PageWhat it containsOpen
Company jobsActive postings from Hdpc Fa Us2 Oraclecloud Com CX 3002.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Oracle Recruiting Cloud / Fusion HCM.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in New York.Open
Department jobsActive postings in Analyst.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyHdpc Fa Us2 Oraclecloud Com CX 3002
Source6c2fc4b4-b977-4fca-ad16-3207bde507b7
ATS providerOracle 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 ID63d00efe8f9b12ac68ba92140ebc8d0ef10c16af
Org IDbe11fab8-3f8a-45d7-b0b8-f801e8cc9e3b
Source ID6c2fc4b4-b977-4fca-ad16-3207bde507b7
Board ID6c2fc4b4-b977-4fca-ad16-3207bde507b7
Provideroracle_hcm
Provider Job Key158726
TitleAsset & Wealth Management Operations-Client Onboarding & Configuration-New York-Senior Analyst
Normalized Title
Statusdeleted
Activeno
Location TextNew York, NY, United States
DepartmentAnalyst
Team
Employment Type
Workplace Type
Remote Policy
CountryUnited States
RegionNY
CityNew York
Salary RawDescription 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 URLhttps://hdpc.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_3002/job/158726
Apply URLhttps://hdpc.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_3002/job/158726
First Seen At2026-05-31 18:05:01Z
Last Seen At2026-06-04 10:46:18Z
Last Checked At2026-06-06 20:40:56Z
Last Changed At2026-06-06 20:40:56Z
Inactive At2026-06-06 20:40:56Z
Source Posted At2026-05-20 21:22:33Z
Source Updated At
Raw Payload Uris3://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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Extensions
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