Provide end-to-end support to investment company clients and their Compliance teams by sharing meaningful insights about the funds ability to comply with SEC requirements and investment guidelines
Job Summary
Provide end-to-end support to investment company clients and their Compliance teams by sharing meaningful insights about the funds ability to comply with SEC requirements and investment guidelines.
The team you will be joining is a part of State Street Global Advisors (SSGA), one of the biggest asset managers in the world.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
Matching Summary
Provide end-to-end support to investment company clients and their Compliance teams by sharing meaningful insights about the funds ability to comply with SEC requirements and investment guidelines.
Skills & Requirements
Must-have
U.S. Investment Companies Act of 1940 or UCITS
Investment compliance monitoring or coding
Analyze investment guidelines and policies
SQL
Alteryx workflow design and refinement
Nice-to-have
Strong communication and interpersonal skills
Organizational and time management skills
Deadline and detail oriented
Charles River Development (CRD) exposure
Coding in Visual Basic Applications (VBA)
Key Requirements
4+ years in Fund Administration or related work
Investment compliance monitoring or coding experience
University degree in Business majoring in Accounting, Finance, or other Financial-related programs