Overview
Hybrid
$62+
Contract - W2
Contract - 3 Month(s)
Skills
Asset Management
Documentation
ADV
MNPI
COI
Job Details
Duration: From January to March, 2026 (Possibility of extension)
Summary: A resource with asset-management regulatory experience who can support the operationalization of policies, procedures, process flow, and advisory documentation (e.g. Form ADV, allocation, valuation, MNPI, COI, Marketing etc.).
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