Finance Specialist

Education/Experience

Required:

Prefer 1 to 5 years of professional experience.

• Learning daily operational tasks and business initiatives quickly to add value as a subject matter expert.
• Taking full ownership of day‑to‑day work, and working with teams and colleagues across the globe to deliver the best experience for our clients by leveraging available resources or developing process improvements.
• Understand and be consistent with the policies and procedures that govern our division. Assist with recurring divisional and regulatory functions (e.g., quarterly and annual operational risk assessments).
• Driving consistency across various XIG business channels, including elimination of manual processes and adoption of best practices. Scalability analysis of workflow cost drivers and trends to help drive process improvements and efficiency.
• Ability to self‑direct, analyze, evaluate, and form independent and effective thought leadership in navigating evolving financial regulatory landscapes.
• Provide excellent service when responding to requests and inquiries. Ensure complete accuracy in all work. Interpret and determine client needs and prioritize or elevate work as needed.
• Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact.
• Develop an understanding of the External Investing space and the operational requirements that are required to facilitate the business such as:
  • Coordinating launch of new funds/share classes
  • Liquidity Analysis and Forecasting
  • Credit Facility management
  • Contribution, Distribution, Tax and Expense Payment Facilitation
• Review account level metrics as defined by operating standards and research, escalates, and remediates exceptions as appropriate.

• Prefer 1 to 5 years of professional experience.
• Be highly collaborative, team‑oriented and strong consensus builder.
• Demonstrate strong communication and interpersonal skills both written and oral.
• Strong attention to detail and experience producing complex customized client materials with the highest degree of accuracy.
• Advanced or highly proficient with Excel. Candidate is also expected to demonstrate adaptability to other software products.
• Effective interpersonal skills, team player, self‑motivated and demonstrate a willingness to take on more responsibility.
• Previous experience in Operations and/or Financial Services industry.
• Demonstrate ability to partner across product groups, regions and functional responsibilities.
• Be a strategic thinker, possess strong facilitation and data gathering skills.
• Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions.
• Possess experience in risk management concepts and processes.