Responsibilities

• Review and reconcile Proxy Voting reporting on a daily basis monitoring vendor performance
• Escalate & manage any Proxy Issues with Middle Office / Client Service / Vendor
• Management of account setups and closures across Global Client base
• Daily interaction and oversight of vendor, contributing to monthly scorecard
• Receive & apply instructions from clients on Proxy events, reconciling instructions before submission to market, with responsibility to manage rejections of incorrect instructions before release back to clients
• Management of Power of Attorney documents, handling ongoing interaction with legal and sub custodian through to execution

• Provide close support to our clients by timely and accurately processing of client instructions, queries and account setups
• Build in depth understanding of all processes supporting the proxy voting model
• Governance and oversight of J.P. Morgan’s proxy voting vendor, through daily review of reporting
• Ensure all controls are diligently performed and signed off on a timely basis
• Clear and concise communication with teams supporting the function, both internally and externally.

This role requires a variety of strengths and capabilities, including but not limited to:

• Understanding of Global Custody and relevant products would be a plus, but not essential
• Clear communication skills and an ability to use these to work collaboratively, challenging as appropriate
• Ability to manage stakeholders
• Strong attention to detail and sense of ownership
• Team player able to work well with diverse groups of people
• Organised and able to prioritise, able to successfully manage execution and attention to detail
• Some technical skills, especially Excel a plus