Job Summary: Direct phone calls to the investment community and it needs to be handled in a very professional manner, with very good communication skills.
Position Responsibilities and Essential Functions:
Identification of shareholder ba
se of stock exchange listed corporate clients through research and direct phone calls to the Investment Management TeamCo
ntact a large network of institutions, both on the back office co
ntacts (i.e. compliance, legal etc.) and front office (buy side portfolio managers and analysts) ba
sed on the information accumulated from the registers, public filings etc. to obtain approximate holdings.Actively co
ntact mutual fund companies to co
nfirm investment co
ntact(s) and coverage of each co
ntact for Fund/Portfolio Manager/AnalystRespo
nsible for Mini-Perception calls; IR feedback etc.Accurately collect / gather investor commentaryUtilize research tools such as Bloomberg, Internet and additio
nal databa
ses.Be able to undertake ad hoc tasks. The work involved may include internal tasks designed to improve the efficiency of the processes or assisting other teams with projects.
Skills:
Enhanced MS Office knowledge, in particular MS ExcelInternet research skillsGood, co
nfident phone mannerCan-do, determined attitudeCommunication skills – verbal and writtenDetail Oriented; Deadline driven; Initiative
Whistler Technologies Services is a prime contractor for a New Jersey, USA based company that is a wholly owned subsidiary of an Australian Stock Exchange listed company and is a leading transfer agent and share registry firm for the global securities industry which manages more than 60 million accounts for over 7,000 corporations around the world. It maintains one of the largest databases of institutional investor and beneficial owner information in the world.