FIDUCIARY SERVICES SPECIALIST /MUTUAL FUND ANALYST

Broadridge's Fiduciary Services business is seeking a new Fiduciary Services Specialist (FSS)/Mutual Fund Analyst. The FSS serves as the primary liaison between Broadridge and our clients during the contract renewal (15c) process and creates ad hoc requests, as needed. This position must be able to understand and communicate our methodology to clients as well as act as project manager to ensure reports are created accurately and on-time. General Responsibilities:
Supplies 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
Performs due diligence, statistical analysis and documentation in support of 15(c) client needs
Implement and explain Broadridge's 15(c) methodology to both internal and external stakeholders
Serves as primary liaison between Broadridge and clients during contract renewal 15(c) process and creates ad hoc requests
Leads all phases of production and packaging of 15(c) materials
Heavily influences corporate reputation as leading third-party provider of fiduciary reports in the mutual fund industry
Services as primary contact for all internal and external inquires related to client projects
Performs quality control checks on completed projects, as needed
Perform other duties, as assigned

Key Competencies
Ability to manage projects with flexibility to handle frequently changing deadlines
Strong written and oral communication skills
Must be able to work in a fast-paced environment under strict time-deadlines
Willing and able to work with a team
Excel, Word, InDesign, PowerPoint, Acrobat experience preferred
Presentation skills preferred
Statistical skills
Detail-oriented
Critical thinking and problem solving skills, i.e. the ability to make decisions and assess risk
Strong organizational skills
Able to build and maintain strong relationships both internally and with clients

Key qualifications and Experience required
Bachelor's degree required
Mutual fund or finance industry experience preferred
Proven successful project management skills
Strong written and verbal communication skills
Ability to combine information from various sources
Excel, Word, InDesign, PowerPoint, Acrobat preferred

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Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled


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