Transaction Management Team Lead
Core
Lead the daily oversight of reconciliation, corporate actions, transaction processing, and portfolio accounting workflows to ensure accurate books and records for an investment management firm.
Role type
Senior IC operations team lead (transaction management)
Builds
Accurate portfolio accounting and trading support workflows
Domain
Investment management / Financial services operations
Required skills
Reconciliation, corporate actions, transaction processing, portfolio accounting, operational risk management, stakeholder management, process improvement, team leadership, data analysis
Preferred skills
SS&C Advent APX, Bloomberg, reconciliation systems, automation, AI-enabled solutions
Technologies
Microsoft Excel, SS&C Advent APX, Bloomberg, reconciliation systems
Responsibilities
Lead daily oversight of transaction management workflows; oversee outsourced reconciliation model; serve as escalation point for complex issues; manage team resources and workload; develop colleagues through coaching and training; challenge processes to improve controls and scalability; participate in firmwide projects involving new products and systems.
Seniority
Senior, hands-on IC