Financial Services Portfolio Manager
5 days ago
We are a leading global financial services company at the center of the world's financial system, touching nearly 20% of the world's investible assets.
Our team of 50,000+ employees brings the power of their perspective to create solutions that benefit businesses, communities, and people everywhere.
- Oversight of assigned portfolios ensures high Client Experience Levels and supports multiple, complex client accounts.
- Transaction management involves Cash & Trade (Loans, Bonds etc) oversight, engaging with Clients for timely execution, Report Review and preparation on Portfolio's Performance, Monitoring of Service Level.
- We prepare and distribute notices to Clients and each syndicate lender as required by the Credit Facility, including Reminders, Rollovers & Rate sets.
The ideal candidate has experience in Corporate Trust or related roles in financial markets/securities industry, with specific experience in facility/security agent positions.
A solid understanding of the product(s) administered by the group and thorough knowledge of risk management and control practices is essential.
Proficiency in using Microsoft packages, particularly Excel, is highly desirable.
Estimated Salary: $120,000 - $180,000 per annum. This role is based in New York City.
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