11 Cursor Jobs

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Essential Functions:

• Support production functions of Institutional Separate Account reporting, including generation and quality reviews of data and content of reports out of the IMDM platform.
• Assist in the development of Quality Control programs, and perform ongoing validation of investment data controls, quality processes, and performance metrics.
• Identify and provide timely resolution for investment data errors impacting all areas of Investment Reporting and data consumption/utilization.
• Support production by working with team members to document and communicate in a timely manner on issues impacting the quality of reported materials.
• Provide review/approval of fund fact sheets and investment reviews within the IMDM platform.
• Partner with communications compliance on review and approval submissions in compliance platform.
• Must be proficient in Microsoft Excel and its various functions (advanced formulas (Index/match, if statements, VLOOKUP, lookup, pivot tables)
• Knowledge and experience with investment reporting
• Strong analytical and problem-solving skills especially in data intensive production/reporting functions
• Experience in development or application of metrics, data validation methodologies, and proficient use of complex reporting tools
• Problem-solving skills and ability to navigate through ambiguity
• Experience working with investment vehicles commonly used in ERISA-covered plans (i.e. Mutual Funds, Collective Investment Trusts, Insurance Co Separate accounts) preferred
• Knowledge of database concepts and experience with SQL query tools preferred
• 75% fund fact sheets production
• 5% formalizing and enhancing procedures and checklists
• 5% investment commentaries production
• 5% compliance communication and responding to compliance change requests
• 5% Responds to ad-hoc reporting requests requiring interpretation of requests, professional formatting and explanation of results.
• 5% cross-training and transitioning various ad hoc tasks

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.