ABIS Operations Analyst
Core
Process mutual fund transactions and perform risk and compliance functions within the Transfer Agent.
Role type
Entry-level operations analyst (financial services)
Builds
Mutual fund transaction processing and compliance monitoring
Domain
Investment management / Financial services
Deliverable
Product features (transaction processing workflows)
Required skills
Trade execution and settlement, Quality control, Regulatory surveillance, Workflow management, SLA adherence, Data documentation
Preferred skills
Trade processing experience, Risk and compliance knowledge, Team collaboration, MS Excel and Access
Technologies
MS Excel, MS Access, Workflow management systems
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