Harbor Capital Advisors, Inc. · 5 hours ago
Jr Analyst
Chicago, IL
Full-time
Remote
Entry Level
1+ years exp
Maximize your interview chancesFinanceFinancial Services
Insider Connection @Harbor Capital Advisors, Inc.
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Provide timely and accurate information to support daily communication with Harbor Fund’s shareholder base to meet, or exceed, internal quality standards
Accurate and timely review of daily department reports to successful support daily operations
Assist in preparing monthly, quarterly, and annual audit reports
Active participation in departmental project support work
Assist in the documentation of departmental workflows and procedures
Maintain updated knowledge of fund products, and industry trends
Perform additional activities as needed
Support the telephone requests of the shareholders of Harbor by performing transactions such as exchanges, redemptions and maintenance requests
Accept inbound calls to communicate product knowledge and information to shareholders
Call, write letters, and send e-mails to shareholders to resolve account requests which are not received in good order
Perform weekly phone audit to ensure phone recordings are in line with departmental standards
Apply an understanding of technical/business writing principles to Harbor Services Group’s document library of correspondence templates
Compose, edit and proofread correspondence for Harbor Funds shareholders and other document outputs, with focus on content, clarity, grammar, and typography
Research and prepare content for the Frequently Asked Questions segment of the website and responding to inquiries received electronically via the 'Contact Us' section of the website
Execute day to day processing of various account details as a result of customer requests and inquiries with a strong attention to detail
Perform quality control for transaction processing to ensure compliance with regulatory and department quality standards
Enter and releasing of federal wire transfers through use of State Street Cash Manager
Perform corrective processing and monitoring of dividend adjustments
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Thorough understanding of mutual funds, securities pricing, account registrations, retirement plan processes, and SEC/FINRA regulations and guidelines
Excellent organizational, time management, analytical, written, and verbal communication skills
Ability to work in a fast-paced, and constantly changing environment
Ability to shift focus dependent on the need of the department to support teamwork
Strong technical abilities in Microsoft Office (Outlook, Word, Excel, SharePoint, etc.)
Preferred
Bachelor’s degree strongly preferred
1-2 years of financial services industry experience preferred
Experience in business writing and customer service preferred
FINRA Series 6 or Series 7 within six (6) months and Series 63 within ten (10) months of hire
Company
Harbor Capital Advisors, Inc.
Harbor Capital Advisors provides its services to investment companies, pooled investment vehicles, and corporations and other businesses.
Founded in 1983Il Chiaro, Emilia-Romagna, ITA
51-200 employees
H1B Sponsorship
Harbor Capital Advisors, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2022 (2)
2021 (3)
2020 (2)
Funding
Current Stage
Growth StageLeadership Team
Pradeep Tekkey
SVP, Chief Technology Officer
Lora Kmieciak
Chief Financial Officer
Company data provided by crunchbase
