Job Description

Job Statement

Oversee and coordinate the legal and financial administration to include the fund accounting and transfer agency functions of the Sterling Capital Funds, a family of mutual funds and ETFs for which Sterling Capital Management serves as investment advisor and/or administrator, and any other registered investment companies or pooled investment vehicles (e.g., common trust funds, exchange-traded funds, etc.) administered by Sterling Capital Management (collectively, the “Funds”).

Essential Duties and Responsibilities

• Create a structure for management support of various vendor relationships (sub-contractors) of the Funds, including identification of pertinent contact personnel to include the funds’ sub-administrators, transfer agencies, fund accountants, custodians, legal counsel, and auditors.
• Plan and initiate the implementation of business relationships with the vendors.
• Oversee the activities of the vendors to include periodic on-site review of activities as well as constant review of vendor reports to ensure accuracy.
• Coordinate the preparation of the Funds’ prospectuses, semi-annual and annual reports, and board meeting materials.
• Negotiate pricing of vendor services and identify impact to fund expenses as well as net income.
• Orchestrate all board meetings regarding business agendas for various relationships and interactions with service providers.
• Project size and expense of various Fund-related projects and activities.
• Analyze and identify opportunities for growth and product development.
• Solicit feedback from key vendors and Sterling Capital or Guardian Capital management regarding the status of Fund performance and/or business development activities.
• Coordinate support functions for relationships with service vendors, including organizing, planning, and implementing new products, features, and services.
• Manage the various regulatory, financial, accounting, and compliance aspects of the Funds.
• Review Fund proxies and supplements to the Funds’ prospectus as necessary
• Review shareholder trading activity pursuant to Rule 22c-2 as required
• Participate in various industry seminars as attendee, panelist, and consultant

Required Qualifications:

• Bachelor’s Degree in business, finance, accounting or economics, or equivalent education and training
• Experience in mutual fund and/or ETF product management, trust, brokerage, client servicing or financial administration
• Excellent working knowledge of the mutual fund and/or ETF industry
• Strong interpersonal and relationship management skills
• Strong computer skills, including demonstrated proficiency in basic computer applications such as MS Office products
• Ability to travel, occasionally overnight

Preferred Qualifications:

• MBA or JD
• 2-5 years of experience in mutual fund product management, trust, brokerage, client servicing or financial administration

Compensation:

• Commensurate with experience

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