Representative must have advanced excel skills, strong communication skills, time management and multitasking skills with strong attention to detail, and a team player.
- Assist with organizing and scheduling share class conversion events, and communicating tasks/deliverables to various parties. These will be scheduled weekly over the a four month period
- Collect and organize weekly metrics from various teams and rollup the data for senior management
- Review incoming systematic data from a vendor feed, and make the corresponding update in the brokerage CUSIP database
- Communicate to fund companies via e-mail to collect missing data and update in the brokerage CUSIP database
- Quantify/report on open items, assign priorities, and assist with updates
- Develop new or enhance existing excel macros, and draft step action procedure to enable others to execute the program