Capital Markets Portfolio Operations Director
3 weeks ago
At Customers Bank, we are seeking a highly experienced and skilled professional to lead our Capital Markets division as the Portfolio Operations Director. This role will be responsible for overseeing the day-to-day operations of the division, including transaction settlement, reconciliation, and analytical reporting.
About the RoleThis is a high-visibility, client-facing position that requires strong leadership and communication skills. The successful candidate will have at least 5-7 years of experience in operating private credit lending facilities or capital markets middle office experience at a specialty lender, asset manager, commercial bank, or similar.
- Key Responsibilities:
- Develop and deliver best-in-class recurring business operations
- Maintain accurate and timely trade activity reconciliations with external partners and internal Accounting
- Analytical reporting to drive business decisions
The ideal candidate will have a strong understanding of fixed income, valuation, and finance theory, as well as proficiency in Microsoft Office Suite (particularly Excel, PowerPoint, and Word) and knowledge of relational database languages (e.g. SQL) and/or data analytics tools (e.g. Looker, Tableau, PowerBI).
We offer a competitive salary range of $150k - $180k, determined by skill and experience level, and a comprehensive benefits package, including health insurance, retirement plan, and paid time off. Customers Bank is an equal opportunity employer and welcomes applications from diverse candidates.
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