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About the role
Key responsibilities & impact- Monitor and analyze enterprise-wide equity positions
- Maintain daily reports and applications to monitor reportable positions
- Determine holdings database data integrity and interface with IT and data management
- Document and monitor data exceptions
- Gather data to prepare Ad Hoc Non-U.S. Large Shareholder disclosures
- Monitor affiliate intra-day trading activity in reportable securities
- Monitor and update daily UK and Irish Takeover Panel Disclosure Lists
- Conduct analyses on issuer poison pills, regulated industries and state statutes
- Develop and maintain various holdings data spreadsheets and present to leadership for internal review
- Review holdings on restriction/limited capacity reports
- Assist leadership with special projects
- Gather data to provide timely and accurate research for escalated exceptions to the OMR manager
- Prepare Ad Hoc, Monthly, Quarterly and Annual regulatory disclosures
- Maintain an up-to-date foreign regulations and industry rules matrix
- Accurate and timely completion of reports, projects and initiatives as required
- Compile and distribute required reporting: ad hoc, monthly, quarterly and annual requests
Requirements
What you’ll need- 5+ Years Required work experience
- 7+ Years Preferred work experience
- University (Degree) Preferred
- Sedentary Work
Benefits
Comp & perks- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisdata integrityreport preparationregulatory disclosuresholdings database managementdata exception documentationspreadsheet developmentresearchdata monitoringanalytical reporting
Soft Skills
attention to detailorganizational skillscommunication skillsleadership supportproject management
