Alternative Investment Services Officer – Bank Loans Operations
United States
Full Time
1 week ago
$70,000 - $122,500 USD
H1B Sponsor
About this role
Role Overview
Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff
Primary contact and key escalation point for operational issues, provide technical expertise to resolve daily problems
Act as primary contact and escalation point for operational issues
Manage and escalate issues related CoE’s and other Shared Services
Manage production activities of Shared Service Associate I, II and Senior Associate
Coordinate the implementation of new funds, systems and processes
Assist with client conversions and other client projects
Organize Shared Service internal meetings, as needed, and compiles related documentation, assisting with the coordination and development of the agenda and may attend meetings to record notes and action items
Identify and implement consistent operational best practices
Assist with compliance/fiduciary reviews and audits
Train, develop and motivate new staff, complete performance appraisals
Provide coaching and development opportunities to staff, participate in individual on-going training and development
Provide technical expertise to resolve daily problems
Serve on committees
Help define and implement new company initiatives
Be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
Other duties as assigned.
Requirements
Equivalent to a BS degree in Finance, Business or related field
At least 5 years of related Custody and/or Fund Accounting experience, part of which must have been in a management or supervisory capacity
Knowledge of securities language and legal requirements.
Good interpersonal, organizational and management skills.
Solid understanding of operational functions within Custody and/or Fund Accounting.
Ability to provide technical expertise to resolve daily problems.
Demonstrated computer proficiency and working knowledge of various software applications.
Ability to develop and enhance client relationships.
Benefits
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
401K with company match
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards