Bank Loan Servicing, Senior Associate
Core
Manage a functional team and oversee daily service delivery, production activities, and operational issues for fund accounting and custody services.
Role type
Senior Associate (Team Lead/Supervisor)
Builds
Daily operational deliverables for institutional investors
Domain
Financial Services / Fund Accounting / Custody
Required skills
Fund Accounting, Custody operations, Securities law, Operational management, Team leadership, Compliance reviews, Audit support, System implementation, Client relationship management, Financial reporting
Preferred skills
BS in Finance or Business, 3-4 years experience in management/supervisory capacity
Technologies
Various software applications for fund accounting and custody
Responsibilities
Manage daily service delivery and production activities for Shared Service Associates, Act as primary escalation point for operational issues, Coordinate implementation of new funds, systems, and processes, Assist with compliance/fiduciary reviews and audits, Train, develop, and motivate new staff, Identify and report suspicious transaction activity
Seniority
Senior, hands-on IC with supervisory duties