Fiduciary Services Specialist/Mutual Fund Analyst (Hybrid - Flexible Options)

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.

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.

We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you'll be assigned to a Broadridge office and given the flexibility to work remote.

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
• Perform 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

Qualifications:

• College degree required
• Mutual fund or finance industry experience preferred
• Successful project management skills
• Ability to combine information from various sources
• Ability to run projects with flexibility to handle frequently changing deadlines
• Strong written and oral interpersonal skills
• Excel, Word, InDesign, PowerPoint, Acrobat experience 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

Salary Range: 55,000.00 - 73,700.00 USD Annually

Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings

Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives, and restricted stock units.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status and other protected characteristics protected by applicable federal, state, or local laws. US applicants: Click here to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company's career webpage because of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to [email protected].