VP, Head of Portfolio Operations and Strategy

7 days ago

New York, New York, United States Customers Bank Full time

About the Role:

This is a leadership seat in the Capital Markets division at Customers Bank, a super-community bank with over $22 billion in assets. We are seeking a highly skilled and experienced professional to serve as the Portfolio Operations and Capital Markets Leader.

Key Responsibilities:

  • Develop and deliver best-in-class recurring business operations, including transaction settlement, reconciliation of trade activity, and analytical reporting.
  • Drive strategic initiatives across various products and stakeholders, improving services as we hit hypergrowth.
  • Design policies, procedures, and best-in-class operating models for the Portfolio Operations function.
  • Focus on automation in lieu of throwing people at complex, recurring problems, and implement scalable technology infrastructure for repeat operational problems.

Requirements:

  • 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.
  • Strategy and Operations/product operations background at a venture-backed technology firm, preferably a fintech.
  • Any other applicable operations, middle/back-office, or related financial operations experience (accountants, FP&A, business/data analysts, investor services welcome).
  • BA or BS in Economics, Finance, Accounting, Business, or a related field and/or 5-10 years of exceptional executor, not afraid of getting into the weeds and rolling up sleeves to make sure whatever is in their zone of ownership gets done.
  • Robust communication, collaboration, and leadership skills in a team environment as well as the ability to engage a hybrid remote organization spanning multiple time zones and states.
  • Deep enthusiasm for detail, drilling down to every helix of DNA for the assets they work with, from how promissory notes are signed to mechanics of applying late borrower payments.
  • Outstanding proficiency in the following: Microsoft Office Suite (particularly in Excel, PowerPoint, and Word), knowledge of relational database languages (e.g. SQL) and/or data analytics tools (e.g. Looker, Tableau, PowerBI), and fundamental fixed income, valuation, and finance theory.

What We Offer:

  • A dynamic and innovative work environment with a focus on delivering memorable customer experiences.
  • A competitive salary range of $150k - $180k determined by skill and experience level.
  • A hybrid onsite work arrangement, with a minimum of 3 days per week in the office.
  • A commitment to diversity, equity, and inclusion, with a focus on creating a culture that reflects the value we place on these principles.

About Customers Bank:

Customers Bank is a super-community bank with over $22 billion in assets, founded in 2009. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We provide every customer with a single point of contact, a dedicated team member who's committed to meeting their needs today and tomorrow. We're innovating with the latest tools and technology to react to market conditions quicker and help our customers get ahead. We're a partner you can trust, with a proven reliability and a deep experience.

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