What are the responsibilities and job description for the Associate Analyst / Analyst, Corporate Governance position at American Beacon Partners?
Associate Analyst / Analyst, Corporate Governance
American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs.
Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners, we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution partners, we help investment managers leverage our distribution expertise to achieve greater scale. For sub-advisors to American Beacon Advisors, we assist institutional-caliber asset managers who are seeking to expand their strategies to retail markets through existing funds or new fund launches. With roots as an unaffiliated sub-advised mutual fund sponsor, the majority of our partnerships are with asset managers who invest and operate with full autonomy and independence.
American Beacon Partners' affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC; SSI Investment Management LLC; and Resolute Investment Distributors, Inc.
In December 2024, the company was named one of the "Best Places to Work in Money Management" by Pensions & Investments for the sixth consecutive year. For more information, please visit www.ambeacon.com
Our office is located in Irving, Texas (Las Colinas). This position will have the following consideration:
Hybrid: In office, currently Monday-Tuesday-Wednesday each week, with the option to work from home on Thursday and Friday.
Job Description:
The Associate Analyst/Analyst, Corporate Governance provides support to the Manager, Corporate Governance with the day-to-day operations of corporate governance matters related to the Resolute entities and the American Beacon Funds. Must be able to work well in a team setting as well as with outside counsel, vendors, and those outside of the legal and compliance department.
Key Responsibilities
- Assist with the initial and annual filing of state registrations and ongoing upkeep and renewal of DBA (Doing Business As) registrations
- Assist with the preparation and review of certain filings with the National Futures Association
- Assist with the gathering of relevant information for quarterly CPO/NFA PQR filings to provide to State Street
- Assist with filing of amendments of the Fund trusts and other matters with the Commonwealth of Massachusetts
- Assist with preparation and filing of corporate documents and records
- Assist with tracking documentation of officers and directors
- Assist with the completion of Know Your Customer documentation and Due Diligence Questionnaires
- Assist with review, documentation and follow-up related to questionnaire responses in Diligent Questionnaires
- Assist with internal disclosure review on a quarterly basis
- Assist with guiding the internal review process of sub-advisor responses with outside counsel
- Assist with creation and distribution of board books in Diligent Boards
- Monitor and update materials in the Diligent Resource Center
- Assist with post board meeting follow-up
- Assist with Special Projects, as needed
- Assist with AML Audit
Requirements
- Bachelor's degree or related work experience within financial services or a related industry is a plus
- 2 years of prior experience in corporate governance is a plus
- Prior experience with board portal systems such as Diligent Boards is a plus
- Ability to multi-task, work independently, prioritize workload and meet deadlines is required
- Strong work ethic with proactive mindset, self-motivated, detail oriented
- Strong verbal, written communication and proofreading skills required
- Proficient with Microsoft Word, PowerPoint, and Excel