Portfolio Administration Services (PAS) Team Leader
Core
Lead a team of Portfolio Administrators and Analysts to deliver accurate, timely, and high-quality portfolio administration services for clients and advisers.
Role type
Senior IC Team Leader (Portfolio Administration)
Builds
Daily portfolio administration operations, reconciliations, and tax reporting activities for a Non-Custody wealth management business.
Domain
Financial Services / Wealth Management / Portfolio Administration
Required skills
People leadership, operational controls, portfolio administration, investment products, tax reporting, CGT, cost base management, stakeholder management, problem-solving, data integrity, IRESS/IPS, Microsoft Excel
Preferred skills
Experience in Non-Custody environment, process improvement, talent development
Technologies
IRESS, IPS, Microsoft Office (Excel)
Responsibilities
Lead, coach, and develop a team of Portfolio Administrators and Analysts; oversee day-to-day portfolio administration operations; act as an escalation point for operational issues and client requests; drive service excellence and quality outcomes; support onboarding, training, and performance development; maintain strong controls across reconciliations and tax reporting; partner with internal and external stakeholders.
Seniority
Senior, hands-on IC
