Fiduciary Services Specialist /Mutual Fund Analyst (JR1009244)

  • aleja Grunwaldzka 472C Olivia Star, 3th floor, 80-309 Gdańsk, Poland
  • Full-time

Company Description

Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth. Broadridge employs over 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at www.broadridge.com to learn more.

Job Description

General 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

Qualifications

Key Competencies and Skills:

  • Bachelor's degree required
  • European funds or Finance industry experience preferred
  • Proven successful project management skills
  • Strong written and verbal communication skills
  • Ability to combine information from various sources
  • Ability to manage projects with flexibility to handle frequently changing deadlines
  • Willing and able to work with a team
  • Ability to build and maintain strong relationships both internally and with clients
  • Critical thinking and problem solving skills, i.e. the ability to make decisions and assess risk
  • Strong organizational skills
  • Detail-oriented
  • Excel, Word required
  • Presentation skills preferred
  • Statistical skills preferred

Additional Information

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

 

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 status, or any other status protected by law. Click here to view the "EEO is the Law" poster. 

"Our Associates Matter.

Everyone Benefits from Diversity & Inclusion.

Diverse & Inclusive Teams Drive Growth."

 
Privacy Policy