Principal, Portfolio Services
Core
Provide global support and oversight for investment portfolio services, ensuring operational efficiency, risk mitigation, and alignment with business goals across cross-functional teams.
Role type
Principal, Portfolio Services (Senior IC)
Builds
Global support and oversight models for investment operations
Domain
Investment Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Investment product knowledge, complex problem solving, stakeholder management, process improvement, financial analysis, risk identification, policy development, cross-functional collaboration, operational risk management, system implementation support
Preferred skills
Charles River, Aladdin experience, third-party middle office/custody provider experience, MBA, CFA/CMA/CGA/CA/CPA certification
Technologies
Charles River, Aladdin
Responsibilities
Provide support and input on solutions for complex cross-region business concerns; Liaise with key stakeholders including Investments, Compliance, and service providers; Support coordination of new business requirements and system implementations; Develop and execute team plans and organizational priorities; Establish and refine global support and oversight models; Perform independent research and analysis of financial statements and operational risks; Identify operational risks and lead mitigation strategy implementation
Seniority
Principal, strategy & mentorship