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Senior Product Disclosure Analyst - State Street Global Advisors, AVP
Manage the annual review and filing of the 40 Act Fund N-1A Registration Statement.
Boston
Senior
3 weeks ago
State Street
State Street provides investment servicing, investment management, investment research and trading services to institutional investors worldwide.
Job is no longer active
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✨ About The Role
- The Senior Product Disclosure Analyst will manage SSGA's governing legal documents and proxy filings.
- Key responsibilities include overseeing the annual 40 Act Fund N-1A Registration Statement reviews and acting as the main contact for Subject Matter Experts.
- The role involves ensuring that all SME reviews are completed, comments are addressed, and documents are filed on time with the U.S. Securities Exchange Commission.
- The analyst will assist in creating and updating governing documents for SSGA's Common Trust and Collective Investment Trusts.
- Regular reviews of processes will be performed to identify gaps and opportunities for improvement, especially as regulatory requirements evolve.
- The position requires managing external custodians for sub-account openings in foreign markets and performing ad-hoc maintenance.
- The analyst will also assist with 40 Act Fund proxies, including vendor RFPs and oversight, and collaborate with various internal stakeholders.
âš¡ Requirements
- A bachelor's degree and 5-7 years of experience in the securities or financial services industry is essential for this role.
- Candidates should possess knowledge of 40 Act ETF and Mutual Fund products.
- The ideal candidate will have a high level of personal and professional integrity, with sound judgment and a focus on following procedures and documentation.
- Strong analytical thinking skills and extreme attention to detail are crucial for success in this position.
- Excellent organizational skills are necessary to manage multiple projects and deadlines effectively.
- The ability to lead and build relationships with Subject Matter Experts (SMEs) is important, as is the capacity to influence others and work independently.
- Strong written and verbal communication skills are required to effectively communicate across all levels of the organization.
- Proficiency in Excel and Word is expected for this role.
Senior Product Disclosure Analyst - State Street Global Advisors, AVP
Boston
Product
Job is no longer active
About State Street
State Street provides investment servicing, investment management, investment research and trading services to institutional investors worldwide.