Overview
As a Guideline Coding Analyst with the Strategic Target Operating Model (STOM) program, you will review, analyze, and prioritize the coding of investment guidelines into the Charles River Investment Management System.
The STOM program is a global initiative and covers the migration of all Company funds onto a new Charles River platform hosted by State Street. The program covers all elements of guideline compliance including coding standards, data identification and gap analyses.
In addition, you will partner and collaborate with a combination of internal, consultant and vendor resources to successfully complete projects and deliver solutions for a large, global project.
Responsibilities
- Reviewing and recoding all rules within the strategic Charles River system
- Logging all data gaps to ensure any rule not coded, or not fully coded, is appropriately flagged
- Performing rule validation testing to ensure the coding output meets with expectations
- Completing comparison exercises against legacy control systems and identifying potential gaps
- Managing key relationships with service recipients such as fund managers and traders
- Assisting in the documentation of procedures for coding standards and violation treatment
- Providing input to status reporting and tracking of deliverables using appropriate tools
- Participating in regular stand-up and planning meetings, as well as demo sessions
- Foster collaboration with a focus on delivering excellence
Qualifications
We are looking for a driven, motivated, experienced Guideline Coding Analyst who understands the Asset / Investment Management business and can excel in a fast-paced environment.
- 5 years of recent Investment Management experience with focus on Investment Compliance and in particular Charles River / State Street technology and platforms.
- Experience to include implementation of new strategic rules and comparison to legacy systems
- Understanding of how applications / databases integrate and the relationship to the data
- Works across and partners with various global Company entities to understand, adapt and align with existing and recently developed/enhanced best practices and procedures
- The ability to communicate clearly and confidently with all levels of the Business and Technology globally, including executive managers and 3rd party vendors
- Proven track record to execute against a defined project plan and within timeline-driven projects
- Effective stakeholder management and negotiation skills
- Effectively partner and collaborate with global project resources (internal, consultant and vendor) with different responsibilities
- Ability to relate to, interact with, and effectively work with a technical team as well as (non-technical) individuals across various Business units within the firm
- Working knowledge of Agile JIRA/Confluence usage is a plus
- Very comfortable working both independently and collaboratively in an entrepreneurial culture with a high level of ambiguity
