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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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