Investor Reporting Supervisor

BurnsSearch, LLC

Fort Worth, TX

Expired: 23 days ago Applications are no longer accepted.

Full-Time

Job Description

The Investor Reporting Supervisor will be responsible for assisting the Investor Services Manager in developing a proactive Investor Accounting department and ensures investment activities are in compliance with investor, regulatory, government and company guidelines.
Responsibilities include:

Provide development, direction, support and guidance to Investor Reporting staff
Measure, monitor, manage and approve the completion of reporting/remittance functions within the department
Monitor workflow and adjust staffing needs as needed to ensure quality levels of service and performance
Provide professional and courteous communication with internal and external customers to address and resolve problems, special requests and discrepancy situations
Responsible for training and recordkeeping for development of staff
Serve as the point of contact within the department for research and escalations
Assist Investor Services Manager with staffing, performance appraisals, retention and development
Analyze large amounts of data and condense into executive level analytics
Track and analyze business unit trends and make appropriate recommendations to management that will impact overall effectiveness
Prepare month end reports and deliver to Senior Management
Participate in training events to maintain and improve knowledge of investor requirements
Escalate to management any deficiencies, problems or concerns that might be a potential risk
Other duties as assigned