Portfolio Services Manager II
Computershare UK
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • Minnesota • North Carolina • United States
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Salary
💰 $81,000 - $120,000 per year
About the role
- Administer and manage assigned deals, including actively managed portfolios with daily, time sensitive activity.
- Ensure portfolio and trade activity is processed accurately, timely and in accordance with client instructions and contractual agreements.
- Ensure cash and asset positions are updated daily within internal systems and tied out with clients.
- Act as primary point of contact for client communication and apply product knowledge to independently investigate and respond to routine client inquiries and requests.
- May assess unique requests and negotiate an agreeable completion timeframe for all stakeholders.
- Liaise with deal stakeholders and internal or external parties to promptly resolve all trade, funding, asset transaction or reporting issues.
- Be competent in core systems and assist with training junior team members and answering questions.
- Assist with contract review and negotiation identifying potential risks with operational requirements and proposing mitigating strategies to safeguard the company’s and our clients assets.
Requirements
- 7+ years of experience in one or a combination of the following: Corporate Trust, Financial Services, Account Management, Structured Finance.
- A four-year degree or military experience may offset one year of required experience.
- Bachelor's Degree
- Corporate Trust Experience
- Relationship/Account Management
- Ability to work independently, make decisions, and instruct others
- Excellent verbal, written and interpersonal communication skills
- Proficiency in reading and interpreting complex legal documents
- Strong math aptitude
- Ability to navigate multiple computer systems and applications
- Effective organizational, multi-tasking and prioritizing skills
- Solid PC skills including proficiency with MS Excel
- Ability to work in high pressure and time sensitive environment
- Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs and recommending solutions
- Critical thinking and problem-solving skills
- Strong analytical skills with high attention to detail and accuracy
- Experience completing tasks in a timely and efficient manner with excellent attention to detail
- Ability to interact with all levels of an organization.
Benefits
- Paid parental leave
- Flexible working and a caring and inclusive culture.
- Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.
- Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.
- Income protection benefits including short and long-term disability, life insurance and supplemental life insurance.
- Our careers hub will help you find out more about our rewards and life at Computershare.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Corporate TrustFinancial ServicesAccount ManagementStructured FinanceReading legal documentsMath aptitudeAnalytical skillsAttention to detailMulti-taskingProficiency in MS Excel
Soft Skills
Independent decision makingInterpersonal communicationOrganizational skillsCustomer service focusCritical thinkingProblem-solvingEffective communicationAbility to work under pressureNegotiation skillsTraining and mentoring
Certifications
Bachelor's Degree