Product & Risk Disclosure Analyst
JOB TITLE : Product & Risk Disclosure Analyst JOB LOCATION : 4 days onsite Boston, MAWAGE RANGE* : 48- 54 / hourJOB NUMBER : 205132REQUIRED EXPERIENCE : o Project management-type skills.
the majority of the work is "project-like , i.e., creating and managing work according to a timeline, working with colleagues outside of the team to make sure they complete their work on time;
extremely organized.o Follow-up & documentation skills are key : making sure all questions, comments, open items are resolved, all procedures and tasks are completed and documented, attention to detail.
o Superior time management, self-motivated and able to function as an individual contributor AND the ability to support other teammates during times of high-volume.
Nice to have : o Prior financial industry experience especially in Common Investment Trusts and Collective Investment Trusts, ETFs and Mutual Funds.
o Document reviews, any experience in managing 40 Act Fund registration statement (prospectus & statement of additional information) o Deadline driven work;
all of our work is driven by a hard deadline, most of those deadlines are regulatory deadlines with no wiggle room.JOB DESCRIPTIONManage the review and annual update of governing documents for SSGA's Common Trust and Collective Investment Trusts ( "CTF and "CIT , respectively).
This entails review and procedure prep, working cross-functionally with Portfolio Manager and Legal Teams, and updating and producing the governing documents for 2025.
Act as point to manage process for new strategy document establishment and creation by : o Working with Product to understand new strategy requirements;
o Collaborating with Portfolio Managers and Legal to draft and approve content for the new strategy;o Create final document for the new strategy once all language is approved.
- Perform tasks related to the foreign registration of US ETFs, Mutual Funds, and Private Funds.
- Review, prepare and submit regulatory reporting and / or filings to / with foreign regulators;
- Assist with requirement obligations for new foreign registrations;
- Prepare internal and external board reporting.
- Adhere to governance processes to make sure :
- All strategy documents (new or updated via annual review) are reviewed and documented according to procedure, etc.;
- Foreign Registration regulatory process are followed.
- Obtaining and record-keeping all required internal approvals and sign-offs.
- Assist with 40 Act Fund annual N-1A Registration Statement annual review and update.What we valueThe skills below are critical to success in this role, training will be provided on the
- Expert organizational skills and ability to manage multiple tasks and projects in a fast-paced, dynamic environment.
- Deadline driven with excellent time-management skills.
- Self-motivated and able to work independently and supporting others within the team.
- Collaborating with business colleagues across the world, navigating multiple time zones, and managing multiple initiatives.
- Strong written and verbal communication skills; effectively communicate with all levels.Education & Preferred Qualifications
- 5-7 years of relevant experience, or experience managing projects, reviews, documents.
- Investment management industry preferred though not a must.
- Experience with content management system(s), large-scale document reviews, and a global focus.Equal Opportunity Employer Veterans / Disabled* While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to : job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations.
- Benefits offered include medical, dental and vision benefits; dependent care flexible spending account; 401(k) plan; voluntary life / short term disability / whole life / term life / accident and critical illness coverage;
employee assistance program; sick leave in accordance with regulation. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions.