Who we are looking for
This role could be located in various locations in the United States preferably, but not limited to, west coast Pacific Time.
As a Portfolio Services Officer, the candidate will support the day to day operational tasks of the Portfolio Services Team. Responsibilities include collaborating with multiple sub teams within Portfolio Services covering, Information Delivery, Operational Control Framework, Cash Administration, Transitions, Static Data Management and Front Office Data Control and support other team members. All accompanying for confirming the health of portfolios for trading, reporting and performance. The candidate will monitor assigned accounts for issues associated with cash, settlements, ad-hoc processing, and client reporting and perform pre/post cycle reviews while working closely across the larger team in order to support client queries. Additional opportunities available to contribute towards the improvement of existing processes, bring ideas to the team and provide analytical support in any change request on-boarding as it pertains to our BAU operating model. You will be expected to work with reduced oversight to identify exceptions and escalate issues once appropriate research has been completed. This person must have an excellent track record, be a strong decisive results-oriented individual who can develop and manage relationships across the company, with a wide variety of partners based on trust, teamwork and knowledge.