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Mutual Fund Control Analyst I

The Mutual Fund Control Analyst I will be responsible for processing all Fund Account Setup requests, including initial purchase fund account setup, ad hoc requests, etc. via various platforms. The employee will be responsible for responding to internal and external client communications and working with Fund Companies to process or address any fund account requests or issues. They will work with clients and teams within SPTC to ensure all requests are completed in a timely manner.
Basic processing and/or service activities specific to team function
Reviewing, analyzing, and entering client information and transactions into multiple systems
Setting up securities, general account level maintenance, and some level of client contact.
Respond to client inquiries in a timely, accurate and professional manner.
Working on special projects as needed.
Perform research & analysis of root cause conditions.
Implement solutions as assigned.
Interact effectively with multiple operational processing teams.
Maintaining the highest level of confidentiality, quality and privacy.
Manage a time-sensitive delivery schedule.
Interface with Operating units and business units, such as Reversals Team, Reconciliation Team, Corporate Actions/Income, and Treasury Management Team, as required to provide awareness of processing problems as they arise.
Submit trading orders in the market on the behalf of our clients both internal and external
Other duties as assigned
Core Competencies:
The ability to demonstrate effective communication skills to clients, service partners, and internal teams
both in written and verbal communication.
Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
Provide excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries as well as handle problems
Must be able and willing to work effectively independently, as well as in a team, in an open floor environment
Must be detail oriented
Position Requirements
Undergraduate degree and/or equivalent work experience required. Preference in: Accounting, Finance or Business related field.
Knowledge of Microsoft Office products including Word, Excel, Access and Outlook.
Physical Demands and Work Environment: While performing the duties of this job, individual may be required to move around the office and from building to building. This may expose the individual to weather conditions outside. The individual has to be able to be stationary at a computer for extended periods of time and occasionally lift and/or move up to 20 pounds. Our office is an open environment. The individual must be able to successfully work in an open environment with a moderate noise level.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.



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