Establish and nurture a strong rapport with Investment Managers, brokers, auditors, and other fund participants by addressing their inquiries and providing NAV-related reports through phone and email.
Actively recognize and comprehend client needs, and collaborate internally to meet those requirements.
Offer solutions and coordinate assistance to address client concerns.
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Established subject matter expert on the day-to-day activities of a product or process and acts as primary point of escalation for junior or less experienced staff on complex issues. Knows when to escalate and does so appropriately, ensuring junior or less experiences staff are doing so as well. Is responsible for the oversight of a team of junior staff or teams processes to ensure all daily responsibilities are completed. Has established technical expertise and is known inside and outside of immediate Ops team as subject matter expert. Develops and harnesses ideas for process improvement; understands core business or regulatory reason for function; thoughtful about risk and performance metrics for team. May be responsible for various projects to improve efficiencies. Has a clear understanding of the firms different businesses.
Supervisory - May have management responsibilities for an individual or team or be a single incumbent with "manager" or technical expert responsibilities for a function.
Supports desks through Corporate Actions processing. Product Include: Equities (ETFs, ADRs Domestic and Canadian), Fixed Income and Equity/Index Options.
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