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Lead Investment Compliance Analyst
SagarsoftBoston, MA🇺🇸United StatesPosted 6 Aug 2026
Quick Overview
Work Type
Hybrid
Level
Mid Senior
Job Description
Hi,
Hope you are all well,
Role: Lead Investment Compliance BSA - W2 Role
Location: Hybrid onsite in Boston, F2F interview
Contract: 12 month initial contract- *Candidates required in Boston for laptop pick up and hybrid onsite schedule
*IMMEDIATE OPENING- This Manager is ONLY accepting local resources that can interview F2F; they will need to come pickup the laptop in Boston and start working 3 days a week onsite day 1.
Key Skills: Charles River/ OMS, Eagle, BSA, Fixed Income
Required skills:
- 8+ years of experience in the financial services industry, ideally supporting buy-side technology.
- Preferably having a strong understanding of Contract Lifecycle Management (CLM)
- Investment compliance project experience with projects including: contract creation, negotiation, contract approval workflows, contract execution, contract renewal and termination
- Solid grasp of Legal terminology, contract structures, contract metadata management and document repositories
- Familiarity with platforms such as iCertis, DocuSign CLM, Luminance
- Trading and investment exposure ideally with a background in Investment Compliance.
- Intermediate skills level in PL SQL and/or Python.
- Strong adoption of Gen AI and experience in the AI-based software development life cycle.
- Experience with understanding systems architecture, configuration, data mapping, API and system integration knowledge
- Bachelor''s degree or equivalent experience in a business or technology related field.
Skills
Fixed Income
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