About Inclusively
Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.
The Role
You are a professional who possesses strong analytical, organizational, and communication skills with the ability to embrace and adapt to an ever-changing regulatory and operations environment. In the role of Shareholder Reporting Analyst, you will depend on your analytical skills and attention to detail to ensure the accuracy and completeness of your assigned documents and filings. Additionally, you will be part of a working team to standardize and deliver a refined process, configure a workflow, support and test various applications, and explore alternative and innovative product solutions. Your ability to work within a team and under pressure to meet deadlines will be critical to success in your role and in helping to support the service line’s overall mission to achieve new efficiencies through process engineering and operational excellence.
The Expertise and Skills You Bring
- Bachelor’s degree or a minimum of 3 years of equivalent experience.
- A minimum of 3 years of experience in the financial services industry is preferred.
- Prior experience with regulatory and/or financial reporting preferred.
- Bachelor’s Degree expected
- General knowledge of investments, accounting, the mutual fund industry, and regulations
- A self-starter who is assertive, independent and can work without close supervision on multiple concurrent projects
- Ability to effectively collaborate across varying service lines and business partners
- You have strong analytical skills with the ability to understand complex requirements and translate them into pragmatic application.
- Strong computer and application skills, including Microsoft Office applications.
- Delivering flawless, scalable operational processes
- Assist in preparation of documents and filings effectively and efficiently using various systems and process validations. This includes the ability to identify, analyze and escalate potential risks using knowledge of accounting, department policies, procedures and disclosure requirements.
- Adapt to working across various document types to support different product lines (e.g. 1940 Act, Canadian, CITs, non-registered) with different reporting requirements.
- Collaborate well within the team and with external business partners through strong verbal and written communication.
- Communicate with stakeholders to ensure the appropriate solutions are implemented
- Demonstrate a proactive approach to growing your skills and building your product knowledge.
Job Type: Full-time
Schedule:
Monday to Friday
Work setting:
Remote
Work Location: Remote
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