Investor Reporting Supervisor

3 weeks ago


Fort Worth, United States BurnsSearch, LLC Full time
Job DescriptionJob DescriptionThe Investor Reporting Supervisor will be responsible for assisting the Investor Services Manager in developing a proactive Investor Accounting department and ensures investment activities are in compliance with investor, regulatory, government and company guidelines.
Responsibilities include:
  • Provide development, direction, support and guidance to Investor Reporting staff
  • Measure, monitor, manage and approve the completion of reporting/remittance functions within the department
  • Monitor workflow and adjust staffing needs as needed to ensure quality levels of service and performance
  • Provide professional and courteous communication with internal and external customers to address and resolve problems, special requests and discrepancy situations
  • Responsible for training and recordkeeping for development of staff
  • Serve as the point of contact within the department for research and escalations
  • Assist Investor Services Manager with staffing, performance appraisals, retention and development
  • Analyze large amounts of data and condense into executive level analytics
  • Track and analyze business unit trends and make appropriate recommendations to management that will impact overall effectiveness
  • Prepare month end reports and deliver to Senior Management
  • Participate in training events to maintain and improve knowledge of investor requirements
  • Escalate to management any deficiencies, problems or concerns that might be a potential risk
  • Other duties as assigned


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