Sr. Business Analyst (Hybrid - Edgewood, NY or Boston, MA)
Core
Manage fund and ETF proxy campaigns to help clients secure shareholder votes using solicitation strategy and voting analysis.
Role type
Senior Business Analyst (Proxy Campaigns)
Builds
Proxy solicitation campaigns for mutual funds and ETFs
Domain
Financial Services / Investor Relations
Deliverable
client delivery
Required skills
Campaign management, Data analysis, Budget management, Client service, Strategic planning, Excel proficiency
Preferred skills
Experience with Proxy Plus system, Fund/ETF proxy campaign experience
Technologies
Excel, Proxy Plus
Responsibilities
Develop and adjust solicitation strategies using shareholder ownership data; Monitor campaign progress and coordinate activities with operational teams; Analyze data to track results and prepare reporting; Participate in client calls to discuss status and risks; Monitor costs against campaign budget; Ensure client requirements and service levels are met.
Seniority
Senior, hands-on IC