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Job Description: SUMMARY Lead the execution of a new Operational Strategy for Municipal Evaluations- this includes planning & set-up of a decentralized evaluation function to assure Business Continuity, enhanced Compliance through the implementation of a more transparent process and methodology as well as management and oversight of resources to participate in requirements, testing and implementation. Qualifications: KEY RESPONSIBILITIES: • Identify skills necessary for new work flow; develop skills assessment of current staff in addition to training programs to assure staff can meet identified standards for new workflow. Manage and build teams to assure seamless transition to new workflow. • Working with the Chief Compliance Officer, access & manage risk (business & reputational) through constant review of Compliance activities, identification of future areas of risk as well as assessments and recommendations for coverage of new security types and/or structures. Direct implementation and oversight of Control Objectives and Functions in support of SAS 70 certification. • Planning & prioritization of all development activities relating to the asset class, including the management and oversight of programs to improve and enhance Descriptive Data in support of Evaluations. • Direct & Manage activities of Desk managers- establish performance metrics and standardized review process for managers and their staff. Identify staff productivity and recommend shifts to maximize current & future return on investment. Establish and manage formal program with staff globally to maintain top down/bottom up communication relative to all aspects of current and future initiatives. • Maintain industry presence in addition to continued knowledge with respect to regulatory changes, general market knowledge, new structures and modeling techniques to assure FTID remains an industry leader within respective asset class. Participate and present to Mutual Fund Boards and Due Diligence committees as well as public speaking engagements. • Ensures that all necessary internal controls are included in policies and procedures and that these controls are properly performed in conjunction with adherence to Sarbanes-Oxley 404 documentation and guidelines. REQUIREMENTS: • 10-12 years previous work experience in tax exempt fixed- income investment management, securities analysis and/or trading. • Proven leadership ability with strong management, organizational, communication, public speaking and writing skills, efficiency and self-confidence to manage and lead a diverse team of professionals. • Comprehensive knowledge of tax-exempt fixed income securities including trading characteristics, relative value analysis and techniques as well as a strong understanding of Fixed Income Derivatives. Solid proficiency in understanding quantitative modeling techniques. • Excellent Computer skills including solid proficiency in Microsoft Windows Applications (Word, Excel, PowerPoint,etc.). Understanding of Technology with respect to articulating high- level business requirements for application and/or model enhancement and design. REQUIRED DEGREE(S): Minimum of a Bachelor's degree in an area related to investment management (e.g., accounting, finance or economics) PREFERRED DEGREE(S) MBA and/or CFA highly preferred. INTERACTIVE DATA IS AN EQUAL OPPORTUNITY EMPLOYER Job Keywords: Leadership, Tax Exempt Fixed Income Investment Management, Securities Analysis and/or Trading, Strong Management, Organizational, Communication, Public Speaking and Writing Skills.
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