Bachelor degree required, concentration in Accounting or Finance preferred; MBA preferred
3 – 5 years’ experience in the investment services business required
Strong project management skills required
Knowledge of domestic equity and/or fixed income securities required; managed accounts experience preferred
Investment product management or project management in mutual funds or separate accounts preferred
Experience with industry account management systems (i.e. FiServ APL or comparable) preferred
The Business Operations Manager works in conjunction with Separately Managed Account (“SMA”) business management in growing and managing SMA business opportunities. This high profile position manages initiatives and interacts with various internal departments, external partners, vendors, and clients.
Support all aspects of the Separately Managed Account (“SMA”) business to include client, product and business development initiatives for the SMA business.
Maintain primary responsibility for various business processes such as vetting foreign client jurisdictions, sponsor certifications and managing the MNPI monitoring process for SMAs.
Coordinate documentation and follow-up of the various working groups that meet in support of the SMA business.
Maintain and update compliance policies created to support the business, as well as conduct annual reviews of aforementioned polices.
Conduct compliance monitoring as it relates to side-by-side management of SMAs and Mutual Funds
Maintain product/client status for communication to various internal groups (Senior Management, Compliance, Sales, Operations and Marketing) requiring updates and direction.
Manage the legal, regulatory, financial, investment management, operational, marketing and distribution aspects of client and product requirements from approval, through implementation and into active management.
8:30 a.m. - 5:00 p.m. (Overtime as required)
Federated Investors Tower - Pittsburgh, PA 15222
Excellent presentation and written communications skills
Ability to work with all levels of management and clients
Strong mathematical and analytical skills with the ability to manage multiple tasks simultaneously
Proactive approach with demonstrated time-management skills and a strong attention to detail
Ability to manage complex investment products and projects from development, through implementation, and forward
Federated Investors, Inc. offers a competitive salary and benefits package along with a professional environment.
Only those candidates in whom we have an interest will be contacted.
Internal Number: 7703
About Federated Investors, Inc.
Since 1955, millions of investors in the United States and around the globe have relied on Federated Investors, Inc. (NYSE: FII) for world-class investment management. Federated has grown to become one of the nation's largest investment managers with $500 billion in assets under management.
Federated has honed its disciplined investment process over a half-century to deliver style-consistent investment products, including 123 domestic and international equity, fixed-income and money market funds, as well as a variety of separately managed accounts. Federated's diversified product line is distributed through more than 8,400 financial intermediaries and institutions who assist investors in meeting their unique objectives. For additional information about Federated Investors visit FederatedInvestors.com.