Us
Financial Services
MiddleOffice,AVP
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Middle Office, AVP at Us. Skills: Portfolio Services, Client portfolios, Risk management. Oversee day to day responsibilities of the team. Develop a risk management and controlled environment”
Industry & Context.
Analyze and recommend solutions; Resolve discrepancies; Manage escalated matters
What They're Looking For.
Must Have
Bachelor's degree in finance, accounting, or economics or equivalent work experience, 5 plus years related industry experience including operational experience, Working knowledge of Domestic and International financials and all related instruments, Detailed understanding of operations, leadership and attention to detail, Ability to develop business relationships within and outside the organization, Ability to multi-task, balance workload and work in a deadline oriented position, Ability to meet aggressive SLA Deadlines, MS Excel, Access, Word, PowerPoint skills necessary, English written and spoken ability
Nice to Have
Experience in writing SQL, Oracle, Sybase is desired
What You'll Do.
Oversee day to day responsibilities of the team
Develop a risk management and controlled environment
Eliminate risk incidents and inadvertent data disclosures
Confirm completion of review and verification of staff's
Enforce stringent procedures and controls
Assist in the review and verification process
Ensure documentation protocols are followed
Track relevant client queries relating to Recordkeeping system
Manage timely response and resolution for client queries
Become a subject matter expert in IBOR application
Become a subject matter expert in data warehouse
Take active role in new employee onboarding
Provide guidance to others including training for new
Provide cross training for existing team members
Resolve discrepancies
Take action on complex and escalated matters
Approve documented workflow
procedures and controls
Ensure documented procedures and checklists are maintained and
Interface with senior level internal and external clients
Perform ad-hoc reporting
Engage in complex special projects and assignments
Engage in new client onboardings
How You'll Work.
Team & Collaboration
Client operations; Front Office; Portfolio managers; SSC IT; Business operations teams; Senior level clients
Communication Scope
Interpersonal communication; Client communication
Full Job Description
**Who we are looking for** The Alpha Portfolio Services team is a dedicated global business team working with Clients, SSC IT, client service, and the business operations teams to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is accurately maintained and ensuring accurate client portfolios are reflected on State Street platforms. The role will interact with the Clients’ investment operations (predominantly Front Office) and being a key liaison with various portfolio managers and internal SSC parties in identifying an issue as well as managing suitable resolution. The role will need to initiate and develop good communication and interpersonal relationship with business operations teams and IT and to maintain the high level of service that is currently being provided to all the clients. **Why this role is important to us** The team you will be joining is a part of a global, cross-divisional group under State Street Global Delivery. Our clients are faced with challenges of expanding globally, seeking new sources of growth and innovation, managing an increasing amount of data, facing cost pressures and keeping pace with regulation and risk. As a result, we need to meet the needs of our client – we need to make sure that we are providing relentless delivery for our clients. Join us if making your mark in the financial services industry from day one is a challenge you are up for. **What you will be responsible for** * Oversee the day to day responsibilities of the team by developing a strong risk management and controlled environment. Eliminate risk incidents and inadvertent data disclosures. * Confirm the completion of the review and verification of the staff's work on a daily basis, enforcing stringent procedures and controls. * Assist in the review and verification process as needed. Ensure documentation protocols ar
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