Portfolio Accounting Team Lead

5 days ago

Chicago, Illinois, United States Harris Associates Full time
Job Description

At Harris Associates, we value our people and strive to create an inclusive environment where intellectual curiosity and uniqueness of thought thrive. We are seeking a dynamic Portfolio Accounting Team Lead to join our team.

Key Responsibilities
  • Oversee day-to-day operations of the Portfolio Accounting team to ensure work is completed and deadlines are met.
  • Perform supervisory reviews and quality control checks, identifying potential risk items and escalating appropriately.
  • Ensure the team's understanding of departmental procedures and processes through ongoing training, including the preparation of a detailed training syllabus and coordinating training schedules/sessions.
  • Serve as the subject matter expert and escalation point for the team.
  • Quickly gain a comprehensive understanding of all functions on the team and provide coverage when the team is short-handed.
  • Help build and sustain a highly performing team through performance management, mentoring, and coaching.
  • Proactively identify and pursue process improvements to enhance internal controls and increase efficiency.
  • Provide project management support for firm-designated initiatives for which the Portfolio Accounting Department is a stakeholder.
  • Serve as the team's representative in the Incident Remediation Group.
  • Effectively coordinate with other teams across the firm on the onboarding and offboarding of institutional and private client accounts.
  • Structure and lead weekly team meetings.
  • Assist the manager in effectively allocating work among team members.
Qualifications
  • Minimum of eight years of relevant experience within a financial services firm and/or top-tier accounting firm.
  • Strong working knowledge of operations and/or accounting functions within an investment management (and preferably mutual fund) organization.
  • Excellent leadership skills and ability to support and maintain a highly performing team.
  • Demonstrated ability to assess risk and escalate appropriately and effectively.
  • Ability to exercise independent judgment, think critically, and solve complex problems in a timely manner.
  • High degree of integrity, accountability, resourcefulness, and reliability.
  • Intellectual curiosity and eagerness to learn.
  • Proven ability to work in a fast-paced environment with a high level of flexibility, accuracy, and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work both independently and collaboratively, with a positive and professional attitude.
  • Bachelor's degree in a business-related discipline, preferably finance or accounting.
  • Highly skilled in Microsoft Office products.

We provide reasonable accommodation for individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, please contact us at HR[redacted] or call us at [redacted].

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