Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive setting, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Sr Spec Fund Reporting, under supervision, serves as a senior team contact representing Empower for fund reporting responsibilities on the recordkeeping system. Responsible for delivery fund reporting data.
Responsible for daily communications with internal and external parties in relation to fund reporting details; completing assigned projects; and participating in conference calls; and maintaining procedures and quality with regards to fund reporting.
ESSENTIAL FUNCTIONS:
Assist with ensuring all available fund data is received and in the recordkeeping system for the production of performance, fee disclosure, fund fact sheets and web communication in the required time.
Requires identification, general analysis and responsiveness to all fund data gaps.
May handle requests for customization.
Work with outside Investment Reporting vendors and internal system to ensure all investment data is populating as it should.
Effectively use available resources to implement solutions to a variety of moderately complex issues. All done within the guidelines of FINRA, SEC, and DOL.
Correspond directly via SR requests, email or phone requests with multiple internal and external clients to solve moderately difficult/technical requests, within strict time frames.
Obtains information from various internal and external sources communicatin
📌 Senior Specialist Fund Reporting (Bengaluru)
🏢 Empower
📍 Bengaluru
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