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Portfolio Services Manager
2 months ago
We are seeking a highly skilled Portfolio Services Manager to join our Alpha Portfolio Services team at State Street. As a key member of our team, you will be responsible for overseeing the daily operations of our clients' portfolios, ensuring that all tasks are completed efficiently and effectively.
Key Responsibilities- Portfolio Oversight: Provide daily oversight of client portfolios, ensuring that all tasks are completed on time and to a high standard.
- Client Support: Act as the primary point of contact for clients, providing technical support and guidance as needed.
- Team Management: Lead and manage a team of professionals, providing guidance and support to ensure that all tasks are completed efficiently and effectively.
- Process Improvement: Identify areas for process improvement and implement changes to increase efficiency and effectiveness.
- Compliance: Ensure that all activities are conducted in accordance with regulatory requirements and company policies.
- Experience: Minimum 7 years of experience in investment management operations, with a minimum of 5 years of staff management experience.
- Qualifications: Industry-relevant qualifications, such as IMC or CFA.
- Skills: Excellent communication and interpersonal skills, with the ability to influence and negotiate with clients and internal stakeholders.
State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data and analytics, investment research and trading, and investment management to institutional clients. We are committed to inclusion, diversity, and social responsibility, and we offer a range of benefits to support our employees' professional and personal lives.
