Portfolio Services Manager
3 weeks ago
We are seeking a highly skilled Portfolio Services Manager to join our team at E Fundresearch. As a key member of our investment operations team, you will be responsible for providing comprehensive financial services to our institutional clients.
Key Responsibilities:- Project manage the client onboarding process from receipt, preparation, implementation, and Hypercare, ensuring that the Alpha Portfolio Services group meet/exceed project deliverables.
- Develop and maintain relationships with key internal stakeholders, including other business lines, to help aid successful delivery of each workstream.
- Assist in the analysis of current/proposed processes and recommend solutions and improved processes, drive the implementation of Operating Models, Service Level Agreements, and Key Performance Indicators.
- Interact with all Middle Office teams, including Accounting, Corporate Actions, Trading, and Performance.
- Build cooperative and professional internal/external relationships, achieving group and client goals, utilizing all available resources throughout Global Delivery.
- Interact with clients in a service-oriented manner, particularly in client implementations as well as business as usual.
- Serve as senior escalation and closely monitor escalation queries and facilitate accurate and timely responses and resolution.
- Ensure that the Oversight governance policy is adhered to at all times.
- Ensure that operational client service delivery standards (KPIs) are maintained and enhanced where appropriate for our global delivery model.
- Ensure that all offshore activity has appropriate administrative documentation in place via SLAs, internal KPIs, and a monthly governance program in adherence to mandated Oversight policy.
- Constantly review policy, procedures, and controls in order to reduce risk and enhance operational service delivery and effectiveness.
- Proactively work to conceptualize and implement measurable process improvements and client solutions.
- Ensure full compliance with internal policies, working with CIS, Risk, and Compliance managers as required.
- Provide global oversight management, including regular reviews, objective setting, and planning in line with business line and corporate goals.
Requirements:
- Minimum 7 years in investment management operations with a minimum of 5 years staff management.
- Extensive knowledge of Front Office Service and Middle Office workflow is extremely beneficial, as is experience using of SSCD/ESP, EDM, RKS, OSA, SQL, CRIMS, as well as GTM/TIER.
About E Fundresearch:
E Fundresearch 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.
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