Sr. Business Analyst (Hybrid - Edgewood, NY or Boston, MA)
Core
Manage fund and ETF proxy campaigns to help clients secure shareholder votes by combining solicitation strategy, voting analysis, and cost management.
Role type
Senior Business Analyst (Proxy Campaigns)
Builds
Proxy solicitation campaigns for mutual funds and ETFs
Domain
Financial Services / Investor Relations
Deliverable
product features
Required skills
Business analysis, Campaign management, Client service delivery, Data analysis, Budget management, Excel proficiency
Preferred skills
Experience with Proxy Plus system, Fund or 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 project managers; Analyze data and prepare campaign reporting; Participate in client calls to discuss status and risks; Monitor costs against campaign budgets; Ensure client requirements and service levels are met.
Seniority
Senior, hands-on IC
