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
Manage and escalate issues related to 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
Serve on committees. Help define and implement new company initiatives
During the course of normal day to day operation, 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

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

our retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Officer, Alternative Investment Services, Bank Loans Operations

Key skills