What are the responsibilities and job description for the Business Operations Analyst position at Saxon Global?
Job Description : Supports investment teams through all stages of the client and strategy life cycle by managing investment-related, operational activities.
Responsibilities :
- Supports ongoing operational activities associated with portfolio management of firm and client strategies.
Example activities include but are not limited to : researching and analyzing data as it relates to Environmental, Social and Governance (ESG) investing operations; generating scheduled and bespoke reporting for internal and external clients; providing operational support for the life cycle of a proxy vote; reviewing, researching and resolving proxy-related operational issues of varying complexity levels independently
Example activities include but are not limited to : reviewing and processing votes; performing quality control and reconciliation of proprietary and client data; communicating with the Governance teams, globally; opening and maintaining account records at the custodian and proxy vendor; working closely with the proxy vendor to resolve issues
Qualifications :
o Bachelor's degree or the equivalent combination of education and relevant experience
o 4 years of total relevant work experience
Preferred Qualifications :
o Investment management or portfolio management support experience, knowledge or understanding of investment process
o Advanced skills in Excel, Adobe, Word and PowerPoint
o Exceptional analytical and communication skills, attention to detail and diligence
o Demonstrated ability to identify and mitigate operational, financial and reputational risk
Additional Desired Experience :
Experience with Proxy Voting process and Proxy Voting operations (a plus, but not required)