Portfolio Services Manager, Avp - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Who we are looking for:

The senior line manager is required to manage the team effectively in order to ensure that all governance activities are being carried in accordance with standard operating control policy and that all market, internal and client escalation queries are handledin an accurate and timely manner.

Why this role is important to us:
State Street IMS is responsible for outsource service provision through leading edge technology and services for its clients.

SSC has demonstrated excellent success in recent times with major client wins covering in excess of 10 locations worldwide, includingUK, Europe, India and USA, for the outsource arrangements of Fund Accounting and Investment Operations.

SSC are increasing its talent to support the planning, development and roll-out of the Enterprise project within the Investment Operations arena and requirekeen and experienced investment operations business professionals to play a key role in the delivery of a successful solution.

What you will be responsible for:

As Portfolio Services Manager you will:

Using provided tools, review accounts for issues associated with Portfolio Health.
Provide support to the Portfolio Manager on operational issues, provide command and control over inquiries, escalations and activities directly supporting the Front Office.
Act as the escalation contact for Client Middle Office Teams on more complex queries / issues / breaks requiring end to end portfolio services support.
For assigned accounts process month end close functions (validate and signoff on balances, review for nonbase balances).
Identify data or accounts trends for discussion in group meetings.
Interact with all IMS teams (Accounting, Corporate Actions, Trading, Performance)
Build cooperative and professional internal/external relationships achieving group and client goals. Utilize all available resources throughout SSC, not limited to IMS.
Cover various management functions and desk coverage when necessary.
Interact with clients and be prepared to represent the Portfolio Services team in front of a client.
Prepare oversight reports for audit where applicable.
Act as the Governance lead for offshore locations where applicable
Take ownership of issues to resolution, engage teams as needed to gain consensus.
Manage staff to meet goals if applicable; conduct regular team meetings with Staff.
Track work effort and goals individual and team

What we value:

These skills will help you succeed in this role:

Strong critical thinking, problem solving, and decision making skills
Team and project management experience
Good client service skills

Education & Preferred Qualifications:

5+ years experience in an asset management / middle office role
Experience in back

- and middle-office management of high-demand middle-office clients is considered a plus

Additional requirements:

Some travel may be required

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries,we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks.
You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
State Street is an equal opportunity and affirmative action employer.
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