The Opportunity
We are seeking a Pricing Senior Analyst to support the fulfillment of “Back Office” operations required by the sales force of Investment Advisors and maintain regulatory requirements necessary to meet our obligations to the regulators. The ability to communicate with Advisors and other departments is a primary success factor for the department.
Responsibilities
· Daily Pricing Control
· Senior liaison with external vendors
o Broadridge / Dataphile
o CDS
o DTCC
· Proxy Maintenance
What motivates you?
· You obsess about customers, listen, engage and act for their benefit
· You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes
· You thrive in teams, and enjoy getting things done together
· You take ownership and build solutions, focusing on what matters
· You do what is right, work with integrity and speak up
· You share your humanity, helping us build a diverse and inclusive work environment for everyone
We are looking for someone with:
· Good knowledge of, and ability to learn, applicable systems, products, functions, and processes
· Good math skills used to reconcile reports and work with financial and non-financial data
· Consistently demonstrates ability to communicate clearly and effectively both verbally and in writing on both basic and complex issues
· Works accurately and cooperatively in a team environment with minimal supervision
· Attentive to details with emphasis on accuracy and quality
· Excellent organizational and time management skills
· Ability to multi-task and work well under pressure
Nice to Haves:
· Completion of the CSC
· More than 3 years business experience in a related field
· Previous experience working with Transfer Agents and Depositories
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