Business Operations Analyst

1 month ago

Owings, United States Saxon Global Full time

Job Description: Supports investment teams through all stages of the client and strategy life cycle by managing investment-related, operational activities.

Responsibilities :

  • Supports ongoing operational activities associated with portfolio management of firm and client strategies.
    § Example activities include but are not limited to: researching and analyzing data as it relates to Environmental, Social and Governance (ESG) investing operations; generating scheduled and bespoke reporting for internal and external clients; providing operational support for the life cycle of a proxy vote; reviewing, researching and resolving proxy-related operational issues of varying complexity levels independently
  • Uses autonomy in decision-making to ensure operational readiness to support investment management activities globally
    § Example activities include but are not limited to: reviewing and processing votes; performing quality control and reconciliation of proprietary and client data; communicating with the Governance teams, globally; opening and maintaining account records at the custodian and proxy vendor; working closely with the proxy vendor to resolve issues
  • Uses discretion to coordinate Governance team responses to ad hoc and recurring quantitative ESG Investing-related data inquiries posed by internal teams, clients, consultants, and prospects.
  • Provides leadership and guidance to teammates, collaborating effectively to achieve departmental goals.
  • Serves as project participant or lead, as required, on investments-initiated and investment operations-directed projects. Develops use cases and testing plans and participates in user acceptance testing to ensure successful outcomes.
  • Maintains accurate and complete procedural documentation for assigned responsibilities, participates in cross-training exercises and provides operational coverage as needed within assigned team.
Qualifications :
o Bachelor's degree or the equivalent combination of education and relevant experience
o 4+ years of total relevant work experience

Preferred Qualifications:
o Investment management or portfolio management support experience, knowledge or understanding of investment process
o Advanced skills in Excel, Adobe, Word and PowerPoint
o Exceptional analytical and communication skills, attention to detail and diligence
o Demonstrated ability to identify and mitigate operational, financial and reputational risk

Additional Desired Experience :
Experience with Proxy Voting process and Proxy Voting operations (a plus, but not required)

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