Business Operations Analyst
Job Description:
Supports investment teams through all stages of the client and strategy life cycle by managing investment-related, operational activities.
Responsibilities :
Supports ongoing operational activities associated with portfolio management of firm and client strategies.
Example activities include but are not limited to:
researching and analyzing data as it relates to Environmental, Social and Governance (ESG) investing operations; generating scheduled and bespoke reporting for internal and external clients; providing operational support for the life cycle of a proxy vote; reviewing, researching and resolving proxy-related operational issues of varying complexity levels independently Uses autonomy in decision-making to ensure operational readiness to support investment management activities globally Example activities include but are not limited to:
reviewing and processing votes; performing quality control and reconciliation of proprietary and client data; communicating with the Governance teams, globally; opening and maintaining account records at the custodian and proxy vendor; working closely with the proxy vendor to resolve issues Uses discretion to coordinate Governance team responses to ad hoc and recurring quantitative ESG Investing-related data inquiries posed by internal teams, clients, consultants, and prospects.
Provides leadership and guidance to teammates, collaborating effectively to achieve departmental goals.
Serves as project participant or lead, as required, on investments-initiated and investment operations-directed projects.
Develops use cases and testing plans and participates in user acceptance testing to ensure successful outcomes.
Maintains accurate and complete procedural documentation for assigned responsibilities, participates in cross-training exercises and provides operational coverage as needed within assigned team.
Qualifications :
o Bachelor's degree or the equivalent combination of education and relevant experience o 4
years of total relevant work experience Preferred
Qualifications:
o Investment management or portfolio management support experience, knowledge or understanding of investment process o Advanced skills in Excel, Adobe, Word and PowerPoint o Exceptional analytical and communication skills, attention to detail and diligence o Demonstrated ability to identify and mitigate operational, financial and reputational risk Additional Desired Experience :
Experience with Proxy Voting process and Proxy Voting operations (a plus, but not required) Recommended Skills Acceptance Testing Adobe Analytical Attention To Detail Communication Decision Making Estimated Salary: $20 to $28 per hour based on qualifications.
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