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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Financial Services with a focus on team leadership, risk management, and client relations. Proficient in Loan Administration and has a strong understanding of Domestic, Global, and OTC security markets.
Highest-signal resume keywords
Team LeadershipRisk ManagementLoan AdministrationCustomer ServiceMentoring and Coaching
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ServicesPortfolio Risk AssessmentFixed Income KnowledgeDerivative Product KnowledgeHedge Fund KnowledgeMutual Fund Knowledge
Soft Skills
Excellent Communication SkillsStrong Customer Service Skills
Certifications & Qualifications
Professional Accounting Designation
Industry Keywords
Service Level AgreementsKey Risk IndicatorsKey Performance IndicatorsClient RelationsStaff Development
About the role
Key responsibilities & impact- Oversee and support a team of analysts, to ensure Service Level Agreements are met in an effective and efficient fashion.
- Escalate client or staffing issues to your Manager in a timely manner.
- Work with your Manager on KRIs and KPIs and collaborate on mitigating plans around risk and resource constraints.
- Liaise with service providers, vendors, agents, counterparties and clients to ensure the timely resolution of issues and exceptions.
- Review and assess the materiality of portfolio risk with respect to unsupported cash and position differences, as part of the sign off process.
- Contribute towards projects and initiatives that aim to drive the business forward, as it relates to Loan Administration and processing.
- Engage in the migration of tasks from other locations into your team, to ensure of a seamless transition, along with the conversion or launches of any new clients, as it relates to Loan holdings.
- Actively engage in staff development conversations with the analyst team on a regular basis, to ensure members of the team understand their goals and continuously working towards them.
- Contribute to the hiring process and seek the right candidates for the team.
Requirements
What you’ll need- Bachelor or Master level degree.
- 4+ years in Financial Services with experience in leading people.
- 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 wellbeing 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. Ask us about specific benefits in your location.
- We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
- Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.
