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Portfolio Services Manager, Assistant Vice President

2 months ago

Irvine, California, United States State Street Corporation Full time
About the Role

We are seeking a highly skilled and experienced professional to lead our Investment Operations team. As a Portfolio Services Manager, Assistant Vice President, you will be responsible for overseeing the health of assigned accounts, identifying and resolving issues related to cash, settlements, valuation, reconciliation, and ad-hoc processing.

Key Responsibilities
  • Lead a team of professionals in monitoring portfolio health and resolving issues related to cash, settlements, valuation, reconciliation, and ad-hoc processing.
  • Develop and implement process improvements to enhance operational efficiency and quality.
  • Collaborate with internal and external stakeholders to resolve complex issues and ensure timely delivery of high-quality results.
  • Manage and develop a team of professionals in multiple global locations.
  • Monitor and analyze metrics, SLA adherence, and participate in manager meetings to discuss operational performance and implement process improvements.
Requirements
  • 5-7 years of experience in financial services, with a strong background in investment operations and team leadership.
  • Excellent organizational, problem-solving, and prioritization skills.
  • Strong customer service acumen and ability to communicate effectively with internal and external stakeholders.
  • Knowledge of securities language and experience with middle office services is a plus.
About State Street

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. We are committed to creating a diverse and inclusive work environment where everyone can thrive and reach their full potential.