Mutual Fund Data Analyst - CONTRACT (JR1025211)
Vacancy expired!
Job Description
Broadridge is growing! We are seeking a new Mutual Fund Data Analyst. This role will serve as the primary liaison between Broadridge and our clients during the contract renewal (15c) process, and build ad hoc requests as needed. Your work deeply influences our corporate reputation as the top tier third-party provider of fiduciary reports in the mutual fund industry. You will communicate our methodology to clients as well as act as project manager to ensure reports are crafted accurately and on-time. If you are looking to join a dynamic team we would love to hear from you!
This is a long term temporary contract role
General Responsibilities:
- You will supply 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 partners
- Assists all phases of production and packaging of 15(c) materials
- Primary contact for all external and internal inquires related to client projects
- Perform quality control checks on completed projects, as needed
Key Competencies
- Ability to run projects with flexibility to handle frequently changing deadlines
- Strong written and oral interpersonal skills
- Thrives in a rapidly changing environment
- Willing and able to work with a team
- Excel, Word, InDesign, PowerPoint, Acrobat experience preferred
- Presentation skills preferred
- Statistical skills
- Detail-oriented, Critical thinking and analytical skills, i.e. the ability to make decisions and assess risk
- Able to build and maintain positive relationships both internally and with clients
Key qualifications and Experience required
- College degree required
- Mutual fund or finance industry experience preferred
- Proven successful project management skills
- Ability to combine information from various sources
#LI-AH1
Additional Information
Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status."Everyone Benefits from Diversity & Inclusion.
Diverse & Inclusive Teams Drive Growth."
US applicants: Click here to view the "EEO is the Law" poster.
If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Companys career webpage as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to [emailprotected]
Vacancy expired!