Spec Investment Setup

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Key Responsibilities of the team are to provide and maintain a meticulous platform for the clients through which they can transact (Invest in and Withdraw out of funds). The team also format and supply trade related data of funds to Internal Teams and External Clients when requested by them for specific purposes.Provide accurate reporting on a periodic basis as required by the various financial institutions. Setup Mutual Funds in the Empower Platform and Fund Reporting requests such as excessive trading, distribution rules, investment funds, and other processes from requests submitted by various internal and external sources.Provide quality control standards on the new fund set-ups on Empower system.Responsible for daily check on the requests queue and prioritize based on TAT and SLA.Review of plan and fund from Fund Houses and within the department.Provide subject matter expertise support to the internal team, onshore and downstream teams.Liaise with the Fund Houses and upstream/requestor to resolve issues and minimize risk.Complete all daily, monthly, and ad-hoc tasks and reporting as required accurately and to deadline.Escalate all issues promptly and effectively to supervisor.This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.