Transfer Agency Data Team Supervisor

DST Systems, Inc. Denver , CO 80208

Posted 4 months ago

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That's where you'll find DST, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity, then we are the right fit for you.

Job Description:

Organizational Overview

Since its inception in 1985, ALPS has evolved from its modest beginnings of servicing a single bank mutual fund client into a full-service provider to the investment management industry. Now, with more than 660 employees, over 400 clients, and an executive team that's been in place for over 20 years, ALPS continues to actively promote all of its various business segments from asset servicing through ALPS Fund Services to asset gathering through ALPS Distributors and ALPS Advisors. With a combination of expertise in a broad range of products and a culture built around the founders' encouragement to "Do Things Right", ALPS is uniquely positioned in the industry to help its clients' structure, service and distribution of all product types.

Role Overview

The Supervisor will be responsible for providing oversight and leading a team of representatives who participate in planning, defining, scheduling, documenting, and coordinating efforts within the Transfer Agency. As the supervisor you will perform analysis of applications and tools used within the team, working to ensure project deadlines and client expectations are met by assigned staff members. Acting as the leader within the team you will be called upon to resolve difficult and complex issues as well as assist with the most complex work proposals.

Responsibilities

  • Manage and coordinate the Help Desk system for the team to ensure that items are regularly monitored, prioritized, reviewed and updated

  • Manage, complete or assign tasks on teams project plans

  • Coordinate team training sessions and execute cross training

  • Coordinate and complete conversion items for the team

  • Responsible for the review and QC of reports

  • Responsible for ensuring the data on reports being produced by the BPS group is accurate and that it meets the needs of the recipient

  • Manage all fund audits and NSAR requests

  • Coordinate and manage the completion of all internal and client information requests

  • Review new fund report/job setups with IT/DST

  • Ensure funds are added/removed from client reports

  • Coordinate new scheduled report requests

  • Ensure checklists are up to date and create new checklists as needed

  • Coordinate & assist with completing team procedures (fid fee process, proxy process, etc)

  • Assist in producing metrics for the team

  • Assist team and Management as needed

  • Manage relationships and serve as the liaison for DST, Vendors, ALPS IT, etc

  • Manage file setup process and product support (NSCC, GECS, Celera, DST etc)

  • Additional requests and responsibilities may be taken on upon client request

Qualifications

  • Bachelor's degree and 3 years of work-related experience, or Master's degree and 1 year of work-related experience, or 5 years equivalent work-related experience

  • Excellent attention to detail and accuracy

  • Excellent multi-tasking, and prioritization skills

  • Strong communication and written skills

  • Ability to work independently as well as in a team environment

  • General understanding of all Transfer Agency functions preferred

  • SQL, Access Data base experience a plus

  • As leader, willingness to work flexible hours (nights and weekends) as needed

#LI-DM1

Location:

Denver Colorado

DST is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. DST is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at PeopleCenter@dstsystems.com for assistance.


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