Lead Client Servicing Associate
Core
Resolve third-party interface breaks, review daily/monthly activities, and design workflows for transporting trade, position, risk, and analytics data to/from the Enfusion system.
Role type
Lead Client Servicing Associate (Middle Office Operations)
Builds
Data transport workflows for trade, position, risk, and analytics
Domain
Financial Services / Fund Administration
Deliverable
client delivery
Required skills
3rd party communication, reconciliation investigation, workflow design, asset class knowledge (Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps), portfolio management concepts, trading workflows, technical problem solving
Preferred skills
process improvement, team building, stakeholder management
Technologies
Enfusion system
Responsibilities
Proactive break resolution, review of Daily and Monthly activities, conduct investigation for reconciliation queries, collaborate with clients and vendors to design workflows, strengthen client and vendor relationships
Seniority
Mid-level, hands-on IC