A financial services firm in Charlotte, NC is seeking a professional to oversee and coordinate the legal and financial administration of mutual funds and ETFs. The ideal candidate will have a Bachelor's degree in business, finance, or a related field, extensive knowledge of the financial industry, and experience in product management. Responsibilities include managing vendor relationships, regulatory compliance, and fund performance analysis. The role may require occasional travel.
Qualifications
Experience in mutual fund and/or ETF product management, trust, brokerage, client servicing or financial administration.
Ability to travel, occasionally overnight.
2-5 years of experience in mutual fund product management preferred.
Responsibilities
Oversee and coordinate legal and financial administration for mutual funds and ETFs.
Create structure for management support of vendor relationships.
Manage various regulatory, financial, accounting, and compliance aspects of the Funds.
Skills
Excellent working knowledge of the mutual fund and/or ETF industry
Strong interpersonal and relationship management skills
Strong computer skills
Education
Bachelor’s Degree in business, finance, accounting or economics
MBA or JD
Tools
MS Office products
Job description
A financial services firm in Charlotte, NC is seeking a professional to oversee and coordinate the legal and financial administration of mutual funds and ETFs. The ideal candidate will have a Bachelor's degree in business, finance, or a related field, extensive knowledge of the financial industry, and experience in product management. Responsibilities include managing vendor relationships, regulatory compliance, and fund performance analysis. The role may require occasional travel.