Middle Office Management Lead, Portfolio Solutions
2 days ago
We are seeking a Middle Office Management Lead, Portfolio Solutions to join our team at State Street. As a key member of the team, you will be responsible for overseeing the day-to-day operations of the EMEA Portfolio Services Teams, including BAU leadership for Portfolio Control, Account Services, Front Office Support, and Front Office Data Control.
Responsibilities
As a key member of the team, you will ensure that all aspects of the Team's activities are considered as part of the new client onboarding process. This includes participation in BUAT / CUAT / Parallel testing and other specific tasks required before a new conversion.
You will also oversee the review of accounts for issues associated with Portfolio Health, act as primary support for clients using Charles River Investment Management System (CRD), and ensure position and transaction data in CRD, State Street's front office platform, and IBOR recordkeeping systems are aligned.
Requirements
To succeed in this role, you will need strong critical thinking, problem-solving, and decision-making skills. Team and project management experience, as well as exceptional client service skills, are essential. Additionally, you should have 10+ years' experience in an asset management/middle office role, with knowledge of order management systems, ideally CRD but not a must-have.
Salary
The estimated salary for this role is around $190,000 - $230,000 per annum, depending on location and experience.
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