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Operations Associate

Company: Polen Capital
Location: Boca Raton
Posted on: March 27, 2020

Job Description:

Firm Overview?Polen Capital is a global investment management firm advising over $37 billion in assets as of March 2020 and providing high value-added, quality growth investment strategies to a wide range of institutional and individual clients around the world. Since 1989, the firm has been committed to attracting, developing, and retaining exceptional professionals who are aligned with our goal of preserving and growing our clients' assets to protect their present and enable their future. Polen Capital has three autonomous investment teams that oversee a global equities universe of high-quality growth companies. The Boca Raton-based Large Company Growth team manages three large company strategies: Focus Growth, Global Growth, and International Growth. The Boston-based Small Company Growth team manages two small company strategies: U.S. Small Company Growth and International Small Company Growth.--The London-based Emerging Markets Growth team manages a Global Emerging Markets Growth strategy. The firm has been recognized by Pensions & Investments as one of the industry's "Best Places to Work" in each of the past four years.--Our CulturePolen Capital is guided by three Core Values geared toward honoring our commitment to our clients and creating a positive culture and a cordial and productive professional environment for our team: "Do the right thing," "Do more than expected," and "Respect the individual"Mastery, autonomy and purpose are key drivers for our people and behaviorsPolen Capital embraces a growth mindset, strives for continuous learning, communicates via radical candor, and is a Results-Only Work Environment (https://www.gorowe.com/)Diversity of thought, unique perspectives and inclusivity are core beliefs at Polen Capital; we view a diverse workforce as essential in fostering a culture of empathy and open-minded collaboration--PositionThe Operations Associate will be based in our Boca Raton, Florida office and will work with various groups to support the operational functions of the firm. This position will assist with customer account maintenance, reporting, trade settlement processes, and other operational tasks and procedures.--ResponsibilitiesOversee the inception of new accounts and the processing of client requests including facilitating communication between back office and clients, saving electronic documentation, populating the CRM system, populating the OMS with account data including client guidelines/restrictions, and physical paperwork filingWork closely with trading to electronically provide and communicate daily maintenance trades for executionAssist the back office in the trade settlement process to ensure timely trade settlement through interaction with brokerage and custodial contactsHandle customer account maintenance including facilitating the posting of deposits and withdrawals and other actions as needed such as account freezes and terminationsRun daily and bi-monthly control reports to identify cash and security positions out of line in client accounts and communicate this information to trading and managementReview daily back office recon reports and investigate issues as requiredAssisting the Finance Team in quarterly billing process (e.g. posting fees to the portfolio accounting system, calculating flow fee amounts, uploading client fees to various custodian platforms, and downloading & saving billing packages)Work with the Investment Management teams to secure proxy voting instructions and execute the actual voting in the proxy voting portalFollow daily, monthly & quarterly operational checklists and procedures; update these documents as requiredAssist with other operational tasks and projects as neededQualificationsBachelor's degree in business (preferably Finance or Economics)3.5 GPA or higher2-5 years of related experience, preferably as a trade assistantHigh standards of personal integrity and accuracyExcellent communication, analytical, and organizational skillsExperience using multiple trade order, portfolio management and administration systems such as Charles River, Omgeo Oasys/CTM, Eagle, ISS Communicator, Vestmark, APl, and/or ArcherExperience with trading for accounts in separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) structures, directed brokerage and DVP accountsExperience with domestic and international trade settlementAdvanced ability in ExcelAdditional InformationFull-time employeeLocation: Boca Raton, FLU.S. Permanent Work Authorization (required)Polen Capital is a ROWE (Results-Only Work Environment,) offers competitive health benefits and annual individual training budgetsQualified candidates should submit their resume to jobs@polencapital.com

Keywords: Polen Capital, Boca Raton , Operations Associate, Accounting, Auditing , Boca Raton, Florida

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