Senior Manager, Shareholder Reporting

Responsibilities

Deliver accurate and time-sensitive regulatory reports and filings required for shareholders and regulators.

Coach and mentor staff to achieve high-quality results and adhere to process controls to proactively mitigate risk.

Work within a team and under pressure to meet deadlines.

• Bachelor’s degree or equivalent.
• 5 years of experience in financial services —preferably within mutual fund operations, a custodian bank, or an asset manager—with a focus on financial regulatory reporting or accounting.
• Strong understanding of SEC regulatory reporting requirements, including Form N-PORT, Form N-MFP, and Form N-CEN.
• Strong analytical skills, with ability to apply critical thinking to interpret and manage large, complex data sets.
• Deep understanding of risk frameworks, with the ability to design and lead processes that ensure a robust control environment.
• Innovation-focused mindset, with proven ability to identify opportunities for process improvement and automation.
• Effective communicator and influencer, capable of working across all levels of management to drive high-impact decisions quickly and accurately.
• Comprehensive understanding of workflows and requirements of internal and external business partners, as well as related systems and applications.
• Experience in assessing operational impacts of initiatives, with the ability to anticipate and coordinate operational readiness.
• Excellent written and verbal communication skills, with strong presentation capabilities and attention to detail.

Demonstrates expertise in SEC Regulatory Reporting, including Form N-PORT, Form N-MFP, and Form N-CEN, while effectively coaching teams to enhance process controls and mitigate risks. Possesses strong analytical skills to manage complex data sets and drive process improvements in financial services.

• Financial Services Systems
• Reporting Applications