Advanced Principal, Portfolio Services
Core
Provide subject matter expertise, leadership, and solutions for complex, cross-region, cross-functional, and cross-vendor business concerns in investment portfolio services.
Role type
Senior IC Principal, Portfolio Services
Builds
Global investment services operations, new business requirements, and continuous improvement initiatives for investment funds.
Domain
Investment Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Investment product knowledge, end-to-end investment services processes, financial statement analysis, operational risk management, project management, stakeholder liaison, process automation, team mentorship
Preferred skills
Third-party middle office and custody provider experience, MBA, CFA or accounting designation (CMA, CGA, CA, CPA)
Technologies
Charles River, Aladdin
Responsibilities
Own critical production issues and act as escalation point; lead research, analysis, and implementation of new business requirements; develop and execute team plans; represent the function in cross-functional global projects; establish and refine global support and oversight models; mentor Analysts and Administrators; proactively identify and mitigate operational risks.
Seniority
Senior, hands-on IC with strategic oversight