Portfolio Management Director
3 days ago
STP Investment Services is seeking a highly skilled and experienced AVP of Portfolio Management to join our team. As a key member of our shared services team, you will be responsible for overseeing and maintaining the accuracy and integrity of client accounting data.
Key Responsibilities:- Conduct daily analyses to identify data trends and enhance operational procedures.
- Mitigate risks and assist clients with new dashboards.
- Review performance discrepancies and participate in group meetings and client calls.
- Collaborate with cross-functional teams to investigate and resolve client inquiries.
- Manage month-end closing processes and approve documented workflow, procedures, and controls.
- Make proactive recommendations and solutions for problem resolution.
- Generate ad-hoc reports, including daily, weekly, and monthly metrics.
- Engage in complex special projects and assignments, including new client onboarding.
- Minimum of 7+ years of experience in the Financial Services Industry, specifically middle or back-office investment operations with various asset classes, accounts, and fund structures.
- Expertise in security master, pricing, corporate action, transaction management preferred.
- Experience with Eagle STAR accounting and Eagle PACE warehousing.
- Evidence of high degree of independent judgment for decision making and problem solving.
- Excellent teamwork, organization, troubleshooting, and communication skills.
- Self-motivation and the ability to learn quickly.
- Ability to collaborate effectively with other team members of both the operations and technology teams.
- Self-motivation, organization, and drive to complete multiple client deliverables in a timely manner.
- Strong written and verbal communication skills.
- Strong customer service skills.
- Drive to broaden one's knowledge of the financial services industry.
- Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy.
- Collaboration with internal and external stakeholders.
STP Investment Services is a collaborative partner providing scalable and transparent front, middle, and back-office solutions to investment managers, funds, and plan sponsors. We are committed to delivering exceptional service and support to our clients.
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Senior Account Manager
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AVP, Oversight of Loan Servicing Operations
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