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About the role
Key responsibilities & impact- Provide direction, guidance and mentoring to the team to ensure Service Level Agreements are met in an effective and efficient fashion.
- Escalate client or staffing issues to Senior Management in a timely manner.
- Monitor KRIs and KPIs and discuss with the supervisors to propose mitigating plans around risk and resource constraints.
- Prepare and present the materiality of portfolio risk to Senior Management, with respect to unsupported cash and position differences, as part of the sign off process.
- Act as the point of contact for your team and collaborate with respective stakeholders across the business.
- Lead the migration of tasks from other locations into your team, to ensure of a seamless transition, along with overseeing the conversion or launches of any new clients, as it relates to Loan holdings.
- Actively engage in staff development and succession planning on a regular basis to ensure members of the team are working towards their goals and continuously improving in their roles.
- Implement effective hiring strategies that attract the right candidates to the team, and actively engage in techniques that drive down attrition.
Requirements
What you’ll need- Bachelor or Master level degree.
- 5+ years in Financial Services with at least 2 years in a management role
- Product knowledge, Domestic, Global and OTC security markets, Fixed Income and derivative product knowledge.
- Excellent communication skills.
- Strong customer service skills
- Experience mentoring and coaching staff.
- Knowledge of Hedge or Mutual Funds.
- Professional accounting designation is an asset.
Benefits
Comp & perks- Your well being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial servicesportfolio risk managementKRI monitoringKPI monitoringproduct knowledgefixed incomederivative productsHedge FundsMutual Funds
Soft Skills
leadershipmentoringcoachingcommunicationcustomer servicestaff developmentsuccession planningproblem-solvingcollaboration
Certifications
Bachelor's degreeMaster's degreeprofessional accounting designation