The BPS Client Service & Support team provides collateral administration services, such as cash & data reconciliations, as well as portfolio testing & payment calculations
As the primary point of contact, the Representative Senior Lead works alongside trustees and accountants to administer collateral/syndicated loan portfolios along with reporting on client portfolios
Oversee daily transaction & reporting activity of assigned outsourcing relationships
Support personnel at client institutions in day-to-day routines and financial processing
Guarantee quality service levels, perform daily servicing activities, ensuring timeliness and accuracy
Assist in developing procedures that ensure processing functions are completed accurately and timely with minimal risk exposure
May select, develop, and evaluate personnel to ensure the efficient operations
May establish operational objectives, work plans, and assignment delegation

Bachelor’s degree in business administration, finance, related field, or equivalent combination of education, training, and work experience
Typically, at least 4 years of financial services industry experience in managing institutional assets, and one or more years of leadership responsibility
Experience with structured finance, preferably CLO/CDOs, syndicated loans, or corporate trust securities, as well as trust system experience
Working knowledge of cash reconciliations, financial transaction processing, trade settlements, data analysis, and reporting
Ability to establish and maintain effective working relationships with all levels of management, colleagues, and clients (internal & external)

Senior Lead Representative, BPS Client Service & Support

Key skills