Investment Oversight - Team Lead

State Street · Bangalore, IN

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Investment Guideline Interpretation • Review and interpret governing documents including prospectuses, supplements, investment management agreements (IMAs), and other client mandates. • Experience with compliance monitoring platforms such as Sentinel, Charles River, Aladdin, Bloomberg AIM, or similar systems. • Analyze investment restrictions and regulatory requirements to ensure accurate implementation within compliance monitoring systems. • Resolve complex interpretive...