Examine employee disclosures of personal investments activities, outside activities, gifts and entertainments and performing routine follow-up on outs
As the world’s largest asset manager and a leading provider of financial technology, BlackRock’s purpose is to help more and more people experience financial well-being. Founded in 1988 and based in New York City, BlackRock operates globally, with more than 70 offices spanning 40 countries, and clients in over 100 countries. They opened their Budapest Innovation Hub in 2017, with the idea that technology and finance go hand-in-hand – something they’ve believed since their founding. As a firm and together with their clients, they work to create a more equitable and resilient world, today and for generations to come.
Feladatok:
- Examine employee disclosures of personal investments activities, outside activities, gifts and entertainments and performing routine follow-up on outstanding items
- Updating trackers to ensure accurate tracking of outstanding/in-progress volumes
- Review employee transaction confirmations and any quarterly statements requiring Employee Compliance teams review
- Update employee holdings in the Compliance system to ensure accurate record-keeping and compliance with internal policies
- Assist in reviewing team mailboxes to ensure timely allocation of employee queries/requests based on the subject matter of the query/email
- Prioritizing and categorizing queries to ensure efficient handling and resolution
- Review mailboxes to examine employee responses and update all relevant process trackers to accurately track closure/progress on outstanding items.
- Conduct routine follow-up with employees for transaction confirmations and quarterly statements to ensure timely and accurate reporting
- Maintaining communication with employees to verify transaction details and ensure compliance
Elvárások:
- The position is open for applicants with active or passive student status
- Pursuing a bachelors or masters degree related to finance, law, business
- Fluency in written and spoken English is essential
- High proficiency in Microsoft Office, particularly in Excel and PowerPoint
- Interest in global financial markets and desire to learn about the investment management industry
Munkaidő:
- Availability to work at least 30 hours per week
- Starting date after a successfully completed background check
- 6 month-long opportunity
Amit kínálunk:
- 2350 Ft/hour in gross
- Internship confirmation
- Opportunity to partly work from home
- Potential to work towards a relevant professional qualification
- Join one of the world’s leading asset management firms