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.

Support portfolio managers in construction, monitoring, and analysis of stable value (fixed income) portfolios. Perform asset allocation, risk monitoring, performance and attribution analysis, develop interest-rate scenario models, manage market value and reporting data, assist trade support, and contribute to client and prospect presentations and investment commentary.