Fund Reporting Production Analyst

Full Time
  • Full Time
  • Toronto

Options Consulting Solutions




Are you skilled at evaluating and improving processes?

Do you have exceptional communication skills and a commitment to excellent customer service?

Do you have experience in production management?

The Company

Join our client’s team, a global force driving premier technology support across over 75 global offices. This role has opened up to cover a maternity leave and the estimated time frame will be from April 2024 until October 2025.

Company Perks and Rewards

  • Competitive pay rate
  • Growth & team-centered company culture
  • Opportunity to network within a global organization

The Job!

As a Fund Reporting Production Analyst, you will be responsible for addressing comments on MDFP or MRFP sections and ensuring consistency with brand standards. You will also manage the following tasks:

  • Facilitating the end-to-end shareholder reporting process for North American products
  • Managing production planning, timelines, and tracking
  • Administering software and upload content and data from internal teams to financial reporting system
  • Owning non-financial pages of reports and handle comment resolution
  • Serving as communications specialist, managing projects for Semi-Annual and Annual Reports to Shareholders
  • Producing non-financial pages of shareholder reports
  • Approving Investment Advisory Agreements and coordinating data gathering
  • Overseeing layout and production of fund projects
  • Collaborating with internal and external partners for timely completion
  • Assisting with pre-planning activities and tracking production process
  • Administering ArcReporting activities and coordinate with Print Fulfillment Team

What you bring to the job

You are someone who is great at managing client relationships and has high levels of professionalism. You also come with:

  • 3-5 years of production management experience in mutual fund industry
  • Marketing materials design and brand knowledge preferred
  • Ability to work under pressure and meet deadlines
  • Excellent communication and proofreading skills
  • Strong interpersonal skills
  • Proficiency in Windows programs, Adobe Acrobat, and software skills

Qualified job seekers are asked to apply with attention to Rujeeka Manoharan. Reference #12772.

I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role!

Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.

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