Insight Investment Benefits Overview

Supports investment guideline management by reviewing guidelines, coding post-trade restrictions into Charles River and other compliance systems, monitoring alerts, resolving incidents, and completing compliance attestations. The role partners with fund managers, client directors, legal, compliance, risk, traders, and IT to ensure investment limits are accurately implemented and operational risks are reduced. It also responds to guideline queries, supports related projects, and helps standardize processes across the U.S. business.

Produce and review tailored monthly, quarterly and ad-hoc client reports; act as key stakeholder contact; investigate and resolve complex queries; translate requirements into reporting solutions; develop understanding of LDI and fixed income portfolios; drive process improvements; support onboarding and training of junior team members.

Lead the design and implementation of a scalable Snowflake-based data platform, establishing enterprise data governance, ingestion, transformation, and democratization standards. Optimize ELT pipelines, enable advanced analytics and AI, evolve infrastructure-as-code, and ensure compliance with privacy and security policies. Collaborate with cloud engineering, stakeholders, and Agile teams while guiding data strategy, technical design, and adoption of emerging technologies.