Herndon Capital Management Work Values

Daily Duties at Herndon Capital Management:

• Assisted with managing client reporting process, RFPs, marketing materials production and updated database relationships • Functioned as a liaison between the organization and its clients to ensure all client needs were met. • Developed procedures, established standards and tracked client deadlines to ensure the delivery occurs timely. • Served as primary point of contact which included directing and controlling the processing and fulfillment of client reports, fielding client inquiries and resolving client complaints. • Working knowledge of CRM: Satuit to improve the client experience. • Trained and developed reporting analyst. • Assisted other departments with operational responsibilities to ensure departmental cohesiveness.

What they like about Herndon Capital Management:

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

fund accounting, investment accounting, operations analyst, operations manager, mutual fund accountant, mutual fund manager, geneva, axys, bloomberg, financial services, accounting officer

Skills

• Over fifteen years in the financial services industry that has resulted in a diverse background trading, fund accounting, hedge fund accounting, investment securities, mortgage backed securities, financial statement preparation, performance reporting

These are some of the questions we asked our climbers about their experiences with Herndon Capital Management: