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Fiduciary Services Specialist - JR1032525

Denver, CO

Broadridge is growing! We are seeking a new Fiduciary Services Specialist (FSS)/Mutual Fund Analyst to join our Fiduciary Services team! In this role, you will serve as the primary liaison between Broadridge and our clients during the contract renewal (15c) process, and build ad hoc requests as needed. Your work deeply influences our corporate reputation as the top tier third-party provider of fiduciary reports in the mutual fund industry. You will communicate our methodology to clients as well as act as project manager to ensure reports are crafted accurately and timely.

General Responsibilities:
- You will supply specialized analysis of funds and fund advice to corporate and/or institutional clients in assessment of performance of a fund manager, specifically related to Section 15(c) of the Investment Company Act of 1940

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- Performs due diligence, statistical analysis and documentation in support of 15(c) client needs
- You'll implement and explain Broadridge’s 15(c) methodology to both internal and external partners
- Lead all phases of production and packaging of 15(c) materials
- You will serve as the liaison for all internal and external inquires related to client projects
- Perform quality control checks on completed projects, as needed

Key Proficiencies:
- Ability to run projects with flexibility to handle frequently changing deadlines
- Strong written and oral interpersonal skills
- Thrives in a rapidly changing environment
- Willing and able to work with a team
- Excel, Word, InDesign, PowerPoint, Acrobat experience preferred
- Presentation skills preferred
- Statistical skills
- Detail-oriented and highly organized
- Critical thinking and problem-solving skills, i.e. the ability to make decisions and assess risk
- Able to build and maintain positive relationships both internally and with clients

Key qualifications and Experience required
- College degree required
- Mutual fund or finance industry experience preferred
- Successful project management skills
- Ability to combine information from various sources

Compensation Information:
Salary Range: $44,900.00 - $73,700.00 Annually

Bonus Eligible
Broadridge Financial Solutions offers a comprehensive benefits program to help you and your family protect your health and financial security.

  • Medical – May be eligible to select from three medical plans including a Health Savings Account compatible plan
  • Dental – May be eligible to select from three plans including certain orthodontia coverage
  • Vision Insurance – May be eligible to select from a voluntary plan covering a full range of vision care services
  • Health Savings Accounts – May be eligible to participate in a tax-advantaged savings account used for healthcare expenses
  • Flexible Spending Accounts – Eligible to participate in a tax-advantaged spending accounts for healthcare and/or dependent daycare expenses
  • Disability Insurance – Eligible for company provided Short-Term and core Long-Term disability insurance coverage with the option to purchase supplemental Long-Term disability insurance coverage, which provides income replacement for illness or injury
  • Voluntary Insurance – Eligible to purchase certain additional insurance coverage like Critical Illness, Hospital Indemnity, and Group Accident and may be eligible to purchase a Personal Accident Insurance policy
  • Life Insurance – May be eligible for basic term life coverage with the option to purchase additional supplemental life coverage
  • Paid Time Off – Vacation, personal leave, sick leave, holidays, jury and bereavement leave
  • Vacation Flex – Opportunity to purchase additional vacation time
  • Retirement Saving Programs – Opportunity to participate in the Broadridge 401(k) Plan
  • Educational Assistance – May be eligible for financial assistance for qualifying courses
  • Employee Assistance Program – Eligible for short-term confidential counseling service.
Job ID:
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Volunteer Time Off
    • Unlimited Paid Time Off
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
    • Financial Counseling
    • Relocation Assistance
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Leadership Training Program
    • Internship Program
  • Diversity and Inclusion

    • Founder led
    • Woman founded/led
    • Black founded/led
    • Latinx founded/led
    • Asian founded/led
    • Diversity, Equity, and Inclusion Program

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