Operations Analyst

$55,000 - $75,000/Yr

The Hartford - Wayne, PA

Full-time - Entry Level

Wayne, PA

Insurance Carriers and Related Activities

About the position

The Operations Analyst position at Hartford Funds is a pivotal role within the Operations team, which is responsible for overseeing transfer agency operations and service operations. This role is essential in serving as the operational liaison for key distribution partners, ensuring that the team effectively supports the transfer agency and service operations for Hartford Funds and Hartford 529 Plans. The Operations Analyst will collaborate closely with various internal departments, including compliance, legal, product, finance, fund treasury, marketing, and sales, to execute various deliverables that are crucial for both internal and external stakeholders. This position also involves project management responsibilities related to these initiatives, making it a dynamic and integral part of the team. In this role, the Operations Analyst will support the implementation of various initiatives such as new fund launches, name changes, mergers, or liquidations. They will also handle dealer or firm-initiated requests, which may include processing changes or fund additions. The analyst will prepare and coordinate regulatory and non-regulatory holder mailings and notifications to financial intermediaries in conjunction with fund changes or corporate actions. Additionally, the role includes managing the Dealer Support mailbox, which involves communication with back offices, internal stakeholders, and transfer agents. The analyst will be responsible for dealer agreement registration and maintenance, requiring a solid understanding of various agreements, terms, and fee arrangements. The Operations Analyst will also prepare monthly or ad hoc reporting as requested and submit invoices for payment related to holder mailings. This position demands a proactive attitude, strong organizational skills, and the ability to work effectively in a fast-paced, deadline-oriented environment. The ideal candidate will possess a commitment to continuous learning and a willingness to challenge the status quo to improve processes. Effective communication skills, both verbal and written, are essential, as is the ability to work collaboratively within a team or independently. The role requires proficiency in Microsoft Office Suite products, with experience in Microsoft Copilot being a plus.

Responsibilities

• Support the team in implementing initiatives such as new fund launches, name changes, mergers or liquidations; dealer or firm-initiated requests such as firm processing changes or fund adds
• Prepare and coordinate regulatory and non-regulatory holder mailings and notifications to financial intermediaries in conjunction with fund changes or corporate actions
• Assist in management of the Dealer Support mailbox, communicating with back offices, internal stakeholders, and our transfer agents
• Perform dealer agreement registration and maintenance, reviewing and administering dealer agreements through the team
• Prepare monthly or ad hoc reporting by request
• Submit Invoice for payment for holder mailings

Requirements

• Bachelor's degree in business or equivalent experience
• Financial services experience highly desired
• Preferable candidates will have mutual fund/529 business and operations experience, ETF or tender fund experience a plus
• Mutual Fund product/industry knowledge a plus
• Ability to work in a deadline oriented and fast paced environment with strong organizational and time management skills
• Strong attention to detail
• Proactive attitude; commitment to continuous learning; willing to challenge the status quo to improve processes
• Proven ability to work within a team or independently; thinks critically by gathering and investigating relevant information
• Communicates effectively both verbally and in writing; listens effectively and clarifies information
• Displays willingness to quickly learn product lines, processes, and workflows
• Flexible with the ability to accept, create, and manage change
• Model ethical behavior and execute job responsibilities in accordance with Hartford Funds core values, ethics, and information protection policies
• Must possess a high degree of initiative and the ability to prioritize multiple tasks
• A demonstrated belief that everyone is your customer and possesses an ongoing dedication to exceeding the needs of customers
• Proficiency in Microsoft Office Suite products required; experience with Microsoft Copilot a plus

Benefits

• Short-term or annual bonuses
• Long-term incentives
• On-the-spot recognition