Service Delivery Manager
Core
Establishing and managing strong client relationships as a trusted advisor to solve complex investment reporting and portfolio accounting challenges.
Role type
Service Delivery Manager
Builds
Accurate daily reporting support and service for clients
Domain
Financial services, investment accounting, and portfolio management
Deliverable
client delivery
Required skills
Investment accounting knowledge, structured products knowledge, derivatives knowledge, fixed-income securities knowledge, problem-solving, documentation, Microsoft Office proficiency
Preferred skills
Financial services industry experience, investment management experience, FinTech experience, investment operations experience
Technologies
Clearwater platform
Responsibilities
Plan and oversee fulfillment of accurate daily reporting support and service for clients, coordinate and execute resolution of service incidents and escalation of technical issues, manage client engagement model and client health reporting, provide client training on best practices around daily operational and trading support, develop client relationships and expand network at client organizations, provide guidance and mentorship to analysts in the team
Seniority
Mid-level, hands-on IC
