Experience Inc. Jobs

Description

About this business unit: Our Regulatory Solutions team helps investment managers and institutions meet reporting and compliance requirements for pooled vehicles, alternative vehicles, separate accounts, sovereign wealth funds, family offices, and more—benefiting from a unique data warehouse approach, team of industry experts, and a single comprehensive platform. Regulatory Solutions has had 150-200% growth YOY for the last three years, continuing to onboard new clients as a top revenue generator for our client. They topped $25M revenue this year, doing really well growing at a rate of $3-4M a year in terms of new revenue, retaining existing clients, and so on. Regulatory Solutions as a whole has grown from 11 to around 40 people in the last few years, handling mutual fund and private fund reporting for our clients. This team in particular is the Regulatory Reporting team which is about 15 people. This team handles a myriad of filings on the transitional side with mutual funds. Standard monthly, quarterly filings of mutual funds.

Job Duties/Responsibilities:

• Serve as the main point of contact and subject matter expert for internal and external clients, regarding regulatory reporting requirements and Investment Advisor compliance.

• Research regulatory requirements and interpret regulations for various funds and monitor U.S. government laws and industry updates; keeping abreast of any changes.

• Act as a project manager for various filing schedules, in support of the regulatory process:

• Create and communicate timelines to the appropriate internal and external clients, for each filing production cycle.

• Facilitate kick-off meetings for each scheduled filing period, so that internal and external clients are aware of expectations.

• Liaise among internal support teams to ensure efficient and timely reporting.

• Respond promptly to client questions and inquiries regarding the various requirements and data points for regulatory filings. Identify and resolve issues and errors on a timely basis, with appropriate documentation and escalation.

• Work to create efficiencies and improvements to existing processes and work to develop and/or enhance and document team procedures for various client-specific tasks and other functions, as dictated by the services offered by the RS team.

• Test the regulatory reporting module enhancements, as part of the on-going release process. Your due diligence and attention to detail during the testing process will be key to your team’s success, while striving for error-free reporting.

Additional Skills & Qualifications

Nice-to-Have Skills & Experience:

• Minimum of 2 years’ experience in mutual fund or hedge fund industry.

• Experience with Sungard InvestOne, InvestTier, Investran, and SS&C Advent Geneva systems.

• The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.

• Strong customer service skills as you will be communicating daily with internal and external clients.

Pay and Benefits

The pay range for this position is $70000.00 - $95000.00

-Blue Cross PPOs (no change) - Blue Card - Deductibles–calendar year: In-network: Single $1,250, Family $2,500 Out-of-network: Single $5,000, Family $10,000-PRESCRIPTION BENEFITS (EXPRESS SCRIPTS) - Annual deductibles: Single $50, Family $100-Dental: Guardian; Annual deductibles = Single $50, Family $100-CAPITAL ACCUMULATION PLAN 401(k) - Contribute up to 50% of pay on a pretax basis, up to the IRS limits. SEI match is 100% of up to 3% of compensation you deferand 50% on the next 2% of compensation you defer.-LIFE INSURANCE (HARTFORD): Full-time employees automatically enrolled, premiums are paid by SEI.-EMPLOYEE STOCK PURCHASE PLAN (ESPP) - Purchase shares of SEI stock at a 15% discount off closing market price on the last business day each month, up to the annual plan limit.- EMPLOYEE INVESTMENT PROGRAM - Allows employees to invest post-tax dollars in a range of SEI mutual funds.-PTO: Full-time employees receive an annual allowance per calendar year. Employees can carry over up to a week (5 days) to be used in Q1 of the next year. PTO can be used for half or full days. New-hire paid time off allowance is pro-rated for the first calendar year. Exempt employees = 21 days/yr., Non-exempt employees = 16 days/yr. Increases in the annual allotment of PTO occur in the calendar year in which your 1st, 2nd, 3rd, 4th and 5th anniversaries fall, giving you one more day at each milestone. In the year that includes your 10th and 20th anniversary of your hire date, 5 days are added to your annual PTO allowance.-Holidays: Nine paid holidays; seven are designated standard holidays and two optional holidays. Designated holidays: New Year’s, Presidents’ Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, and Christmas.

Workplace Type

This is a fully remote position.

Application Deadline

This position will be accepting applications until Dec 20, 2024.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.