Develops, interprets, and applies advanced knowledge of mutual funds, alternative products (eg, subaccounting, annuities, brokerage, REITs, insurance, Hedge Funds, etc), and support operations in order to perform multidisciplinary, complex, and unpredictable work
- Combines experience and expertise of multiple vertical lines of business; core internal and operations-related applications, products, and processes; and customers business operations to effectively lead, support, and/or perform operational activities in response to business needs
- Improves operations by solving problems; generating ideas; creating better controls, products/services, product utilization, and process flows; sharing knowledge and expertise; and training and mentoring employees
- Leads and/or participates in projects and conversions/implementations to ensure successful integration into operations
- Navigates and works horizontally across the organization, understanding how different areas integrate and impact each other
- Understands the interrelationships among customers, vendors, and suppliers (g, banks, fund accounting agents, broker dealers)
- Intermediate professional working on projects of a moderate scope or on varied tasks that require resourcefulness, self-initiative, and significant independent judgement
- Demonstrates a developing functional knowledge to evaluate the implications of issues and make recommendations for solutions
- Guides less experienced team members
- May recommend new procedures
- Minimally requires a Masters degree, or Bachelors degree and 2 years of related experience, or high school degree and 4 years of related experienc
Primary focus of this position will be mastering retirement plan data. Learn and execute application to perform functions and meet daily requirements. Escalates issues to generate problem review and resolutions. Works independently to process complex transactions. Communicates effectively with both internal and external users. Suggests changes and process improvements. Coordinates training requirements. May contribute to client related projects.
Key Skillsknowledge of financial services industry
- Good time management
- Knowledge of asset manager structure (firm/office/rep)
- Understanding of how different lines of business trade. This work focuses on non-traditional data sources and must understand overall business logic and client specific requirements.
- Organizational skills - can work on multiple projects at once
