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 portfolio services operations lead
Builds
Global support and oversight model for investment services
Domain
Investment Management / Financial Services
Required skills
Investment product knowledge, end-to-end investment services processes, financial statement analysis, operational risk management, project management, stakeholder liaison, process improvement, team mentorship, Charles River/Aladdin proficiency
Preferred skills
Third-party middle office and custody provider experience, MBA, CFA/CMA/CGA/CA/CPA certification
Technologies
Charles River, Aladdin
Responsibilities
Own critical production issues and act as escalation point, lead research and implementation of new business requirements, develop and execute team plans, represent the function in cross-functional projects, establish global support models, perform independent research and analysis of financial statements, proactively identify and mitigate operational risks, mentor analysts and administrators
Seniority
Senior, hands-on IC with strategic oversight