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Federated Hermes, Inc., a global leader in active, responsible investing, is seeking a Proxy and Regulatory Coordinator for our Warrendale, Pennsylvania office.

As a member of the Literature and Publishing Fulfillment team in the Investor Services Division, you will leverage excellent organizational skills, attention to detail, and communication skills to successfully coordinate regulatory literature distribution and proxy processing campaigns. This is a unique opportunity to develop a thorough understanding of SEC rules and regulations as it relates to mutual fund documents and proxy processing.

What you can expect:
• Coordinate all aspects of monthly legally required shareholder mailings, and well as mutual fund proxy campaigns.
• Act as point of contact for proxy process on assigned campaigns.
• Create and maintain Proxy and Regulatory Services procedure documentation.
• Collaborate with other business units to identity and estimate quantities required for mailings and resolve outstanding issues.
• Prepare monthly regulatory mail grid.
• Monitor mailings for timely completion.
• Review and approve for payment all proxy and regulatory mailing invoices.

What we are looking for:
• Associate degree OR High School diploma (or equivalent) with related proxy and regulatory experience required.
• Experience in proxy and regulatory services processing and/or the mutual fund industry preferred.
• Proficiency in Microsoft Office suite including Word, Outlook, and Excel required; Experience with Microsoft PowerPoint and Access preferred.
• Understanding of Federated Hermes’ market segments, operations and organizational structure preferred.

About Federated Hermes:
For more than 60 years, Federated Hermes (FHI) has provided world-class investment solutions to financial professionals in the United States and around the world. Federated Hermes' employees have defined the qualities of the company’s success over the decades: a reputation for integrity and excellence, a commitment to customers and employees and a history of longstanding client relationships. While each market cycle brings new opportunities and challenges to the company, Federated Hermes continues to foster employee commitment to excellence in the investment management industry.

For additional information, please visit FederatedHermes.com Opportunity # 9154

Federated Hermes, Inc. offers a competitive salary and benefits package along with a professional environment.
Federated Hermes is committed to providing equal employment opportunities to qualified individuals without regard to the following criteria: race (including physical characteristics such as hairstyles ), color, national origin, religion, sex (including pregnancy), sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any applicable local, state or federal law applicable to Federated Hermes.

Only those candidates in whom we have an interest will be contacted.

We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.

Reference : 9154: Proxy and Regulatory Coordinator jobs

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Published at 03-08-2024
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