What are the responsibilities and job description for the Global Solutions Associate position at BetaNXT Inc?
Level/Function: Senior Associate, Operations
Title: Global Solutions Associate
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Mediant, a BetaNXT company, provides investor communications technology and technology-enabled solutions to banks, brokers, corporations, funds and investment managers. Mediant’s innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement.
Global Solutions Associate Overview:
The primary purpose of the Global Solutions team is to support our broker clients in the global marketplace through the notification of shareholders of general meetings, granting shareholders the rights to vote and submitting vote instructions through the proper channels. The Event Discovery team’s purpose is to identify general meetings across the globe, set up meeting agendas, and complete the billing information as it pertains to each event on the Mediant platforms. The Verification team’s purpose is to ensure all information is accurate prior to the information being released for distribution to our clients. These actions are all performed within our established procedural and regulatory guidelines. The Tabulation team’s purpose is to collect vote instructions from shareholders and format Tabulation reports/instructions to submit to respective parties. This is a hybrid position, and we are looking for someone to come into our Cary, NC office 3 times per week.
Duties and Responsibilities of the Global Solutions Associate:
- Learn, recognize, and apply global regulatory requirements to daily work and responsibilities
- Understand and enforce market requirements across 30 different countries including accurately identifying record dates and voting deadlines
- Create or verify global events, set up agendas, billing information and review materials accurately
- Create, verify, and authorize tabulation voting reports and vote instruction messages
- Complete all tasks and duties within the company's set guidelines and regulatory policies
- Identify and escalate potential issues
- Meet daily deadlines to ensure regulatory compliance
- Interact with peers, both internal and external, and function as part of a team
Skills and Experience of the Global Solutions Associate:
- Microsoft suite experience (must be intermediate in Excel, experience with Teams is a plus)
- SWIFT Messaging services experience is a plus
- SQL experience is a plus
- Able to work on multiple projects under constraint of deadlines
- Developed critical thinking skills
- Attention to Detail
- Flexibility
- Ability to organize and prioritize book of work
- Effectively communicate with internal and external stakeholders
- Strong visual inspection skills
- Strong research skills
- Ability to adapt to changes in business needs
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