High school degree or equivalent work experience required. Bachelor degree or equivalent experience in a business related field preferred.
Minimum three years of business experience required.
Proficient in Microsoft Excel, Access and Word preferred.
General knowledge of mutual fund business functions preferred.
Knowledge of Federated systems including MARS, Total Client, TA2000, AWD, FeDirect, and Finders, preferred.
Establish and maintain a high volume of frequently changing firm, office and advisor information in MARS and TotalClient, Federated’s CRM system.
Assist administrative staff with resolving complex issues regarding office and advisor information on various enterprise applications.
Respond to data consumer inquiries on perceived or verified data quality issues; provide rationale/explanation for the state of the data and/or remediate as appropriate
Perform analysis and research to improve and sustain firm, office and advisor data quality; identify quality issues resident in the data and take the appropriate actions to ensure they are remediated timely and accurately to avoid or reduce impact to the consumers of the data.
Communicate problems and/or changes accurately and timely, in order to minimize negative impact to other business units and various internal systems.
Identify changes in client office/advisor relationships. Communicate these changes to all affected business areas. Work with the management team to determine the business and system requirements. Assist management in devising a plan of action. Implement the required changes.
Participate in large-scale data cleansing projects with stringent deadlines assigned by management and/or internal and external clients; proactively analyze, evaluate and monitor project progress; determine tasks needed to complete the project and execute accordingly
Work on special projects within stringent deadlines as assigned by management or mandated by regulatory bodies or external clients. Projects may include acquisitions/conversions, firm mergers/buyouts, changes in clearing affiliations, as well as daily data system maintenance tasks.
Perform activities required to support accurate sales channel and territory assignments in MARS and Total Client; interact with Internal and External Sales teams as well as Sales Management and Decision Support to ensure valid assignments for firms, offices and representatives
Import and export files to compare data utilizing MS Access.
Assist in training new and existing department associates as requested.
Participate in quality assurance programs to include an independent review of peer monitoring, reviewing reports, and performing quality control.
Recommend improvements/enhancements to policies and procedures where appropriate.
8:30 a.m. - 5:00 p.m. (Overtime as required)
Warrendale location - Warrendale, PA 15086
Excellent communication skills, written and oral
Demonstrate strong decision-making, problem solving and analytical skills with particular attention given to detail and accuracy
Ability to gather and analyze information and make sound recommendations to management.
Flexibility to work independently and as a member of a team.
Federated Investors, Inc. offers a competitive salary and benefits package along with a professional environment.
Only those candidates in whom we have an interest will be contacted.
Internal Number: 7485
About Federated Investors, Inc.
Since 1955, millions of investors in the United States and around the globe have relied on Federated Investors, Inc. (NYSE: FII) for world-class investment management. Federated has grown to become one of the nation's largest investment managers with $397.6 billion in assets under management.
Federated has honed its disciplined investment process over a half-century to deliver style-consistent investment products, including 123 domestic and international equity, fixed-income and money market funds, as well as a variety of separately managed accounts. Federated's diversified product line is distributed through more than 8,400 financial intermediaries and institutions who assist investors in meeting their unique objectives. For additional information about Federated Investors visit FederatedInvestors.com.