Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.). Asset class research coverage (equities), which includes maintaining a high-conviction list of products....
Help lead effort to develop proxy voting policies and guidelines in conjunction with Investment, Compliance, Risk, Legal, Business teams, and third-party vendor support. Research and provide recommendations on proxy proposals....
Works on daily incoming exceptions and maintains aged exceptions to a minimum. Enters daily entries through internet based applications. Performs routine or complex account maintenance depending on client account type....
Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.). Asset class research coverage (equities), which includes maintaining a high-conviction list of products....
Lead and manage engineering projects from initiation to completion. Define project scope, objectives, and deliverables in collaboration with stakeholders. Develop and implement project plans, including timelines, budgets, and resource allocation....
Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.). Asset class research coverage (equities), which includes maintaining a high-conviction list of products....