Project Manager, Shareholder Services
POSITION OVERVIEW:
Mutual fund project management position that supports new product releases, conversions, fund mergers and liquidations, proxy notifications and mailings, and various other fund initiatives. Manages projects, coordinates activities, and communicates with fund service providers and internal teams.
KEY JOB DUTIES AND RESPONSIBILITIES:
· Develop, manage, and document project plans for Mutual Fund initiatives
· Coordinate and support various shareholder service activities
· Provide clear and concise product initiative communications to both internal and external interested parties
· Manage and coordinate proxy notifications for open and closed end mutual funds
· Support existing mutual fund processes by providing analysis and input
· Act as liaison between service provider and Delaware Investments
· Special Projects as assigned
QUALIFICATIONS AND REQUIREMENTS:
· Bachelor's degree preferred
· Minimum three years Mutual Fund experience required (TA Operations or Fund Accounting preferred)
· Excellent oral/written communication and organizational skills required
· Strong documentation skills required
· Effective meeting management and participation skills
· Ability to comfortably interact with all levels with the organization and external product vendors
· Ability to work independently with minimal direction and to work on multiple tasks concurrently
· Knowledge of funds proxy process preferred
· Ability to adapt to sudden changes in priorities and responsibilities
· Solid desktop PC skills (MS Office preferred)
About Macquarie Funds Group
Macquarie Funds Group (MFG) is Macquarie Group's funds management business. MFG is a full-service asset manager, offering a diverse range of capabilities and products including infrastructure and real asset management, securities investment management and fund and equity-based solutions. The group had $US361 billion in assets under management as of March 31, 2013.
MFG has been managing assets for institutional and retail investors since 1980 in Australia and 1929 in the US, through a predecessor firm of Delaware Investments. MFG has global reach, with a team of approximately 1,400 staff in Australia, Asia, Europe, the UK and the US.
MFG has the following business divisions:
· Macquarie Investment Management
· Macquarie Infrastructure and Real Assets
· Macquarie Specialised Investment Solutions
Delaware Investments is an Equal Opportunity employer that promotes workforce diversity and hires without regard to race, sex (including pregnancy), religion, color or national origin, age, disability, sexual orientation, gender identity, veteran's status or other protected status.
Delaware Investments, a member of Macquarie Group, is the marketing name for Delaware Management Holdings, Inc. and its subsidiaries, including the Fund's distributor, Delaware Distributors, L.P. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide.
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