Responsible for related process and documents for new funds approval and new fund setting up to the SEC and coordinate with all related teams
Job Summary
Responsible for related process and documents for new funds approval and new fund setting up to the SEC and coordinate with all related teams.
Prepare periodic reports and documents, including mutual fund prospectuses, fund factsheets, 6-month and annual reports, and other mutual fund materials to be disclosed to investors.
Complete assigned project deliverables focusing on mutual fund and business development.
Matching Summary
Responsible for related process and documents for new funds approval and new fund setting up to the SEC and coordinate with all related teams.
Skills & Requirements
Must-have
Prepare and submit prospectuses
Coordinate with related teams
Prepare periodic reports
Amend constituent documents
Complete assigned project deliverables
Nice-to-have
Creatively reach solutions
Collaborate across the organization
Problem-solving skills
Key Requirements
Bachelor’s degree in Finance, Accounting, Economics or related field