SA
SanlamPortfolio Operations
Portfolio Operations role at Sanlam crafting investment portfolios and overseeing client interactions. Managing trades and corporate actions while ensuring client satisfaction in energy - driven environment.
About the role
- Assist with process improvement and incident investigation activities in connection with the Gas Business Unit.
- Work with project team members, subject matter experts, and other Eversource departments to develop and implement plans associated with Process Improvement Programs.
- Support both Connecticut and Massachusetts as needed.
- Create short videos for communications and process improvements.
- Participate in committees or meetings focused on compliance, both internally and externally.
Requirements
- Bachelor’s Degree required, preferably in Process Safety, Engineering, Business Management or Administration, Accounting/Finance, related discipline or equivalent experience.
- Minimum of three (3) to five (5) years utility or related industry experience
- Process Improvement Project Management and/or Compliance and Risk Management experience preferred
- Good written and verbal communication skills.
- Understanding of Federal and state (CT and MA) compliance requirements.
Benefits
- Competitive total rewards program
- Hybrid schedules for certain roles
- Opportunities for professional development
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