Back
Tier-1 brand and metro location increase competition; specialized SEC mutual funds skills moderate applicant density.
Niche mutual funds accounting and SEC filing expertise creates strong domain bias, limiting cross-industry transferability.
No explicit years but mandatory SEC filing and mutual funds domain skills imply medium strictness.
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Manage end-to-end process for SEC Form N-PORT and N-CEN filings including preparation, filing, and detailed calculation testing.
Oversee client relationships across implementation phases and coordinate with technology teams to test and finalize filing solutions.
Develop and maintain standard operating procedures and internal review processes for filing accuracy and compliance.
Bachelor’s degree or equivalent in Accounting, Business, or related field.
Experience required in financial accounting or mutual funds accounting, compliance, auditing, or related business activity.
Knowledge of financial products such as bonds, swaps, futures, options, equities.
Work Experience Required: Not explicitly mentioned in the JD.
Experience interacting with clients and executing detailed financial testing and compliance filings, particularly SEC filings like N-PORT and N-CEN.
Demonstrates strong analytical, problem solving, and technology skills with exposure to enterprise servicing platforms or financial technology tools.
Possesses understanding of complex financial products and regulatory filings including CPO-PQR, form PF, AIFMD as preferred but not mandatory.