Jenny Liebelt

Senior Fund Services Analyst @Boston Trust Walden

Boston, MA, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Oct 2023 — Present

Senior Fund Services Analyst @Boston Trust Walden

View department →

Boston, MA, US

Responsible for supporting board governance requirements for the Boston Trust Walden Funds and the Boston Trust Walden Inc. Boards and Trustees.Supports fund regulatory requirements including filings, prospectus updates and the operational implementation of new rules and regulations.Contributes to fund-related operational and administrative activities including the Funds annual audit and the production of the Funds annual report. Contributor to the periodic service-level reviews of third-party service providers. Serves as member of the Pricing Committee and various working groups as required.

SKILLS

Corporate ActionsManagementValuationEquitiesAsset AllocationMutual FundsRisk ManagementThird Party Vendor ManagementFinancial AnalysisAsset ManagementFair ValueHigh Net Worth IndividualsBloombergOperations ManagementSecuritiesEquity TradingFinancial ServicesInvestments

ABOUT JENNY LIEBELT

An accomplished financial services professional with 20+ years of investment operations…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Jenny Liebelt — Senior Fund Services Analyst at Boston Trust Walden in Boston, MA, US | Unifers