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Jr. Fund Services Specialist (Entry Level) 97 views

Legg Mason is a leading global asset management firm that offers rewarding career opportunities for individuals who share our core values: integrity, collaboration, passion for results, empowerment, and a commitment to our profession. We have a presence in every major financial center across the globe, and we look for exceptional professionals who want to shape a rewarding career through intellectual curiosity, leadership, and team-oriented approach. If you are passionate about the investment business and about building your future with one of the industry’s premier firms, consider the opportunities at Legg Mason today.
Legg Mason is hiring a Junior Specialist to join the GFP Shareholder and Dealer Services team in Downtown Baltimore, MD (Harbor East).
This entry level position is an excellent growth opportunity to come work for a global asset manager. The Specialist will assist in the oversight of all Transfer Agent related functions. The Specialist will also be responsible for any International inquiries that may arise from internal or external parties. The Specialist is responsible for delivering high quality customer service to all customers, whether internal or external, and assisting with the completion of projects in support of continued business growth. This position requires a high degree of collaboration with outsourced vendor and the affiliates. The Specialist will work closely with many different areas within the firm, affiliates and all levels of management.

        • Key Responsibilities & Duties Include, but not Limited to :

          • Under manager direction and guidance this role will:
            • Serve as a point of contact for outsourced vendor and affiliate relationships.
            • Complete audits and identify and define operations issues and risks, and coordinate appropriate course of action in agreement with senior members of the team.
            • Assist with any International inquiries.
            • Work closely with various affiliates to understand and support their requirements, requests, inquiries and initiatives.
            • Participate in various fund related projects.
            • Troubleshoot and solve questions/problems/issues.
            • Prepare materials and key metrics to periodically report to management.
            • Participate in firm and departmental Compete to Win initiatives in an effort to improve and streamline processes.
            • Assist with Dealer inquiries via the Dealer Services in-box.

          Ideal Qualifications and Experience :

          • Bachelor’s degree in Finance, Accounting, Management or Business Administration required (by June 2017)
          • MBA a plus
          • 1-2 years of experience in finance (specifically Transfer Agency or Broker Dealer Operations) preferred
          • Strong technical acumen –
            • Knowledge of report writing systems such as MS Access, Business Objects, Crystal reports, etc.
            • Proficient in MS Word, Excel and PowerPoint and Access
          • Ability to analyze data files and report writing
          • Detail-oriented, strong organization skills and takes initiative
          • Strong writing and communication skills
          • Excellent interpersonal and client management skills
          • Ability to take direction & multi-task; ability to pivot from one task to another seamlessly
          • Ability to build relationships with internal and external partners
          • Motivated and proactive
          • Embraces change and works well as part of a team
          • Available for travel, if needed

          Benefits :
          Legg Mason offers a competitive salary and comprehensive benefits package which includes medical, dental, vision, 401(k), profit-sharing, paid time off, employee stock purchase plan, tuition reimbursement, parental leave, and much more. Learn more about our benefits here .

          Join Legg Mason in this entry-level position and grow your career today!

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