Global Solutions Associate
Global Solutions AssociateBetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.The primary purpose of the Global Solutions team is to support our broker clients in the global marketplace through the notification of shareholders of general meetings, granting shareholders the rights to vote and submitting vote instructions through the proper channels. The Event Discovery team's purpose is to identify general meetings across the globe, set up meeting agendas, and complete the billing information as it pertains to each event on the Mediant platforms. The Verification team's purpose is to ensure all information is accurate prior to the information being released for distribution to our clients. The Tabulation team's purpose is to collect vote instructions from shareholders and format Tabulation reports/instructions to submit to respective parties. This is a hybrid position, and we are looking for someone to come into our Cary, NC office 3 times per week.Duties and Responsibilities of the Global Solutions Associate:Interpret and apply global regulatory requirements to all daily tasks, ensuring compliance across diverse jurisdictionsMonitor and enforce market-specific requirements in over 30 countries, including accurate identification of record dates and voting deadlinesCreate and validate global corporate action events, including setting agendas, preparing billing information, and reviewing materials for accuracyGenerate, verify, and authorize tabulation voting reports and vote instruction messages with precision and timelinessExecute all responsibilities in alignment with company guidelines and regulatory policiesProactively identify and escalate potential issues to mitigate risk and maintain compliance standardsConsistently meet strict daily deadlines to ensure regulatory obligations are fulfilledCollaborate effectively with internal teams and external stakeholders, fostering a strong team-oriented environmentSkills and Experience of the Global Solutions Associate:3+ years of experience in the Financial Services IndustryProficiency in Microsoft Office Suite; intermediate Excel skills required, experience with Teams is a plusFamiliarity with SWIFT messaging services is preferredBasic knowledge of SQL is preferredAbility to manage multiple projects under tight deadlinesProven critical thinking and problem-solving abilitiesExceptional attention to detailHigh degree of flexibility and adaptabilitySkilled in organizing and prioritizing workloadEffective communication with internal and external stakeholdersExcellent visual inspection and research skillsAbility to adapt quickly to changing business needs