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Data Analyst - Mutual Funds Fiduciary Services Specialist
Broadridge Poland Sp. z o.o.About the company
- Gdańsk, Pomeranian
- offer expired 9 months ago
- contract of employment
- full-time
- specialist (Mid / Regular), junior specialist (Junior)
- hybrid work
- remote recruitment
- Запрошуємо працівників з України
Your responsibilities
- Supplies specialized analysis of funds and fund advice to corporate and/or institutional clients in assessment of performance of a fund manager, specifically related to Section 15(c) of the Investment Company Act of 1940
- Performs due diligence, statistical analysis and documentation in support of 15(c) client needs
- Implement and explain Broadridge’s 15(c) methodology to both internal and external stakeholders
- Manages 15c projects, coordinating of all aspects of report creation, in order to produce in-depth reports
- Leads all phases of production and packaging of 15(c) materials
- Heavily influences corporate reputation as leading third-party provider of fiduciary reports in the mutual fund industry
- Services as primary contact for all internal and external inquires related to client projects
- Performs quality control checks on completed projects, as needed
- Perform other duties, as assigned
Our requirements
Key Competencies:
· Ability to manage multiple data sets within Excel
· Ability to review and analyze data for accuracy and ability to interpret data
· Strong attention to detail with ability to quality check data versus multiple sources
· Strong written and oral communication skills
· Must be able to work in a fast-paced environment under strict time-deadlines
· Willing and able to work with a team
· Excel, Word, InDesign, PowerPoint, Acrobat experience preferred
· Detail-oriented
· Critical thinking and problem-solving skills, i.e. the ability to make decisions and assess risk
· Strong organizational skills
· Able to build and maintain relationships internally and externally
Key qualifications and Experience required:
· University degree
· Mutual fund or finance industry experience preferred
· Strong written and verbal communication skills in English
· Ability to combine information from various sources
· Excel, Word, InDesign, PowerPoint, Acrobat preferred
What we offer
- Full training on 15c process
- Private Healthcare
- Life Insurance
- Commuter assistance allowance
- Multisport card
- Three additional days off for volunteering
- No dress code zone
About Us
Broadridge’s Fiduciary Services business which provides cost, performance and benchmark analysis to Fund Boards for regulatory compliance support, is expanding its capabilities for Board Reporting globally, including US 15(c), UK AoV reporting as well as future product launches. Broadridge’s Regulatory and Compliance business is seeking a Mutual Funds Fiduciary Services Specialist. The Specialist will support the creation of contract renewal (15c) reports created by Broadridge. This role must be able to understand our methodology, evaluate data, and support colleagues during the creation of 15(c), UK AoV reports.
Pracodawca zakończył zbieranie zgłoszeń na tę ofertę
Aktualne oferty pracodawcyPracodawca zakończył zbieranie zgłoszeń na tę ofertę
Aktualne oferty pracodawcyData Analyst - Mutual Funds Fiduciary Services Specialist, Aleja Grunwaldzka 472b, Oliwa, Gdańsk