Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff
Act as primary contact and escalation point for operational issues
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 compile 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 technical expertise to resolve daily problems
Serve on committees. Help define and implement new company initiatives

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.

health insurance including basic life
medical, dental, vision, long-term disability
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)

Officer, Bank Loans Operations – Alternative Investment Services

Key skills