Voting Operations - Custodian Operations Jr. Analyst

Voting Operations - Custodian Operations Jr. Analyst

POSITION OVERVIEW:

The Custodian Operations team is responsible for ensuring all proxies that our clients are entitled to vote are received, and that our account environment is functioning properly.  Custodian Operations builds and maintains relationships with our client’s custodian banks to best support our clients’ changing needs. Custodian Operations processes all account set ups, account confirmations, missing ballot requests, receipt and resolution of unknown ballots, and custodian aggregation requests on behalf of our voting clients. 

RESPONSIBILITIES:

• Monitor the processes by which information and data are added to or exported from production systems through electronic data feeds and other media.
• Maintain data to ensure quality of mission critical information using both proprietary applications and commonly used business software applications.
• Work with account managers and client on boarding to ensure that required client data is received in a timely and high quality manner.
• Ensure comprehensive audit trails are in place for data that is received from or sent to production systems.
• Support development of training documentation and systems to support growing team.

In addition to the above operations responsibilities, the following activities are representative of the different functions for the team:

Voting Operations – Custodian Operations

• Procure and process custodian account information to meet desired turn-around goals.
• Develop and refine relationship with Custodian banks.
• Single POC for all assigned custodian specific inquiries.
• Responsible for operations specific Key Performance Indicators.
• Timely resolution of workflow related processes and internal questions.
• Perform Quality Assurance activities to ensure proper execution of assigned tasks.
• Coordinate with account managers to resolve issue identified during Master Account List review cycles.
• Additional duties as assigned by manager.

DESIRED EXPERIENCE AND QUALIFICATIONS:

• Bachelor's degree required
• Excellent oral and written communications
• Excellent organizational and administrative skills
• Strong computer skills with office applications
• Team player and an excellent relationship builder
• Demonstrated analytical skills with strong attention to detail
• Demonstrated Project Management skills – defining of scope, resources and time lines, and managing to deliverables
• Innovative, motivated, client-oriented and commercially-aware thinker
• Absolute personal and business integrity