Intermediate Support, Operations (US Shift)

English (US)

Job Posting Title

Intermediate Support, Operations (US SHIFT)

Job Description

About BetaNXT: BetaNXT 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. Career Framework Job Description: Responsible for performing a broader range of operational support tasks with moderate complexity. Handles recurring operational tasks and small projects, ensuring adherence to SOPs and timelines. Performs data entry and maintains records with attention to detail and accuracy. Provides administrative support and assists in coordinating tasks among team members. Identifies minor issues and escalates appropriately; begins applying judgment in routine situations. Collaborates with team members to maintain smooth workflows and achieve operational goals. No direct reports. Accountable for the quality and timely completion of individual work. Shares responsibility for medium-term tasks and oversees numerous recurring basic initiatives. High school/secondary school or the equivalent combination of education and experience is required; bachelor's degree preferred. Often a minimum of 2 to 3 years of relevant experience with the necessary competencies.

Job Description

Position Summary

The Proxy Operations Associate plays a critical role in ensuring the accuracy and integrity of data within our proxy operations team. This position is responsible for inputting, verifying, and managing data related to proxy voting activities. The ideal candidate will possess keen attention to detail, a high level of organizational skill, and the ability to work efficiently in a fast-paced environment.

Key Responsibilities

• Accurately input proxy events and voting data into relevant systems and databases.
• Accurately input regulatory events into relevant systems and databases.
• Process Edgar filings to support our post sale processes (Parse Edgar filings and research/upload documentation into relevant systems and databases).
• Verify and reconcile data to ensure completeness and correctness.
• Assist with the organization and maintenance of proxy records and documentation.
• Follow established protocols and procedures for handling confidential information.
• Collaborate with internal teams to resolve data discrepancies or issues.
• Maintain up-to-date knowledge of proxy operations processes and compliance requirements.

Required Qualifications

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• Strong attention to detail and accuracy in data input.
• Excellent organizational and time management skills.
• Ability to work independently as well as part of a team.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and data management systems. VBA skills is a plus.
• Strong communication skills, both written and verbal.
• Ability to handle confidential information with discretion.

Preferred Skills

• Experience in financial services, broker or banking operations support, including SWIFT messaging experience.
• Familiarity with proxy voting and compliance processes.
• Analytical mindset with an aptitude for problem-solving.

Work Environment

The Proxy Operations Associate will work in a collaborative office setting, interacting with team members and other departments to ensure the smooth execution of proxy operations. Occasional overtime may be required during peak periods.