Compliance Officer recruitment
Job Description
A large foreign bank is seeking a Compliance Officer that will be responsible for transaction monitoring and surveillance at the Bank and Broker/Dealer. They will research alerts and conduct thorough investigations and document results. The person will conduct regular surveillance activity as defined by Bank and Broker/Dealer policy and procedures. They will work with internal systems to complete regulatory reporting (SARs) to FinCEN.
Key Responsibilities
• Analyze transactions and transaction patterns related to Private Bank client activity to identify specific and anomalous activity for AML purposes
• Perform Due Diligence using proprietary, subscription and public databases, research entities related to the transactions
• Thoroughly and succinctly document the research and analysis related to the financial activity and related entities for an audience that includes Regulators, Internal Audit, Senior Managers and Internal Compliance
• Provide support to Bank and Broker/Dealer department responsibilities as defined.
Requirements
• Understanding of KYC as it relates to Private Banking
• Perform trade surveillance in order to identify potential anomalies (e.g. unsuitable trades, SEC Rule non-compliance, etc.)
• Broad knowledge of securities industry rules, regulations and broker/dealer functions.
• Familiarity with multiple business lines including fixed income sales, equities sales and trading, as well as investment banking and research
• Knowledge of AML/BSA/OFAC/SEC/FINRA rules, regulations
• Strong working knowledge of broker-dealer regulations
• Excellent organization and prioritization skills; follows through to complete deliverables timely
• Proficient in MS excel (sort, pivot tables). Knowledge of MS Access is a plus
• Series 7 License or willingness to obtain the required licenses upon hiring
• Bi-lingual Portuguese (preferred) or Spanish
Compensation: Commensurate upon experience
If qualifications are met, please contact recruiter:
Ben Gordon
Ben.gordon@roberthalffsg.com
212-835-4916