B.F. Saul Company

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The Compliance Officer shall provide support to the Chief Compliance Officer (Chevy Chase Trust & ASB Capital Management) and the General Counsel (ASB Capital Management) in the administration of compliance and legal functions for Chevy Chase Trust & ASB Capital Management. It is anticipated that the Compliance Officer’s time shall be split between reporting to the Chief Compliance Officer (~75%) and the General Counsel (~25%). The Compliance Officer should have (or demonstrate an ability to develop) competencies and knowledge regarding the Investment Advisers Act, ERISA, regulation of private offerings under Regulation D, the USA PATRIOT ACT anti-money laundering regulations, privacy regulations for banks and investment advisers, and fiduciary laws and regulations for trust companies.
Location
Bethesda, MD
Job Category
Compliance
The Portfolio Analytics team is responsible for calculating and reporting accurate performance. The Performance Analyst will ensure that performance data is provided in a timely and accurate manner to both internal and external clients. Ideally, the analyst will have a solid understanding of the investment management industry, including performance calculation.
Location
Bethesda, MD
Job Category
Portfolio Analytics