Fiduciary Services Specialist
BroadridgeJob Description
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.
Company Overview
Broadridge's Fiduciary Services business leads in fiduciary reporting within the mutual fund industry. A Fiduciary Services Specialist should be focused on mutual fund, ETF, and closed-end fund analysis which includes guiding clients through the annual contract renewal process (15c) in accordance with the Investment Company Act of 1940. Clear communication of methodologies to clients, managing ad hoc requests, and ensuring timely report delivery are key responsibilities.
General Responsibilities
Conduct specialized fund/ETF analyses for corporate and institutional clients.
Perform due diligence, statistical analysis, and documentation to meet client needs.
Implement and articula...
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