VP, Head of Portfolio Operations

4 weeks ago


New York, New York, United States Customers Bank Full time
Job Title: VP, Head of Portfolio Operations

At Customers Bank, we're seeking a seasoned professional to lead our Portfolio Operations team. As a key member of our Capital Markets division, you'll be responsible for developing and delivering best-in-class recurring business operations, including transaction settlement, reconciliation, and analytical reporting.

Key Responsibilities:
  • Develop and implement policies, procedures, and operating models for the Portfolio Operations function
  • Design and implement automation solutions to improve operational efficiency
  • Collaborate with cross-functional teams, including Accounting, Operations, Data, Treasury, and Compliance
  • Drive the growth and sophistication of our fintech lending programs
  • Manage a team of direct reports and mentor them to achieve their highest potential
Requirements:
  • At least 5-7 years of experience in operating private credit lending facilities or capital markets middle office experience
  • Strong communication, collaboration, and leadership skills
  • Deep enthusiasm for detail and a willingness to roll up sleeves to get things done
  • Outstanding proficiency in Microsoft Office Suite, relational database languages, and data analytics tools
  • Fundamental fixed income, valuation, and finance theory
What We Offer:
  • A dynamic and innovative work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • A chance to make a meaningful impact on our customers and the community

We're an equal opportunity employer and welcome applications from diverse candidates. We're committed to creating a culture that reflects the value we place on diversity, equity, and inclusion.



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