Senior Manager, Systems Analysis
skillventory - A Leading Talent Research Firm
SQL
Director, Alternatives and Digital Assets – Shareholder Reporting
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: New Hampshire, Texas • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Assess how new and changing requirements affect regulatory reports and filings produced by the Shareholder Reporting Team.
- Evaluate complex instruments, emerging regulatory changes, and innovative products.
- Assemble critical information and coordinate comprehensive end to end analyses for production team leads.
- Create requirement summaries to inform the broader Shareholder Reporting staff.
- Facilitate meetings and collaborate with internal team leaders.
- Summarize and communicate impacts of new requirements to Senior Management and key business partners.
- Coordinate and maintain documentation for ongoing reference and to support implementation of new and changed processes.
- Coordinate and deliver training that improves Shareholder Reporting staff’s conceptual understanding of new and changing requirements.
Requirements
- Bachelor’s Degree or equivalent experience
- 8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank, preferably in administration for investment funds.
- Familiarity with regulatory reports and filings for investment companies including their operational support processes.
- Investment product knowledge including investment structures and their regulatory and compliance frameworks.
- Research skills including the ability to capture information about a topic, review that information and analyze and interpret the details in a way to support a solution.
- Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines.
- Strong written and verbal communications skills.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
regulatory reportsfilingsinvestment product knowledgeinvestment structurescompliance frameworksresearch skillsdata analysisdocumentation managementtraining delivery
Soft skills
organizational skillsattention to detailcommunication skillscollaborationmeeting facilitationanalytical skillsproblem-solving
Certifications
Bachelor's Degree
