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Mutual Fund Security Setup Specialist - Team Lead
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Full-time
- This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our Southfield, MI, corporate office.
- Reviews, interprets and applies incoming correspondences from various fund families related to the update and maintenance of mutual fund product characteristics as well as fund family rules and trading requirements
- Performs a variety of operational procedures within the department, related to the update and maintenance of mutual fund product characteristics as well as fund family rules and requirements including but not limited to new fund set up, fund maintenance, fund trading restrictions and Corporate Actions (mergers, liquidations).
- Assists with preparation of risk mitigation plans, procedure review and enhancement.
- At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
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