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 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
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
Serve on committees. Help define and implement new company initiatives
Report any unusual or potentially suspicious transaction activity.

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.

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 Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards

Officer, Alternative Investment Services – Bank Loans Operations

About this role