Portfolio Services Manager IV
JOB DESCRIPTION
Location: Hybrid-Columbia, St. Paul, Charlotte or Houston
In this position, you'll be based in the Columbia, MD, St, Paul, MN, Charlotte, NC or Houston, TX office for a minimum of three days a week, with the flexibility to work from home for some of your working week. If you have a remote location recorded in Fusion this arrangement will continue to be honored if you are successful in your application, provided that:
• You have formal accommodation due to disability, medical or legal reason that enables you to work remotely
• You're a redeployment candidate who is under notice of redundancy
• You were moved to a remote contract as your office closed, and you don't live near any of our current offices
We give you a world of potential
Computershare Corporate Trust (CCT) is a division within Computershare responsible for providing trustee and sophisticated agency services for private and public companies, investment bankers, asset managers, government agencies and other financial institutions.
Within Computershare Corporate Trust, the Portfolio Services Manager IV works on our most complex and sophisticated products. For our SAS division, this role supports a variety of alternative investment products such as CLO and leveraged loan finance facilities where we provide portfolio administration, securities custody, collateral agent, paying agent, and trustee services. The Portfolio Services Manager IV understands the complex funding and portfolio compliance requirements and portfolio accounting concepts that accompany these products.
This role operates in a fast-paced evolving market. Clients are high-profile market makers driving new finance industry structures and concepts with cutting edge lending and securitization strategies. These clients include some of the top asset management firms, investment bankers, hedge funds, REITs, and institutional issuers/borrowers and investors. The Portfolio Services Manager IV works closely with these clients and adapts to changing priorities to ensure that all time-sensitive funding, trading, payment and reporting activity is carried out in accordance with the client's request and contractual requirements. The role holder also works closely with various internal business partners such as sales, business development, legal, relationship managers and middle/back-office support teams to resolve issues and solve for our client's business needs.
A role you will love
The Portfolio Services Manager IV is responsible for the overall management and administration of moderately complex deals/portfolios which could span multiple clients and products. Deal structures typically include esoteric concepts and active portfolio management. The Portfolio Services Manager IV will establish relationships with the client(s) to understand business needs and serve as the primary contact to address and solution for all issues. The role holder will recommend process improvements and servicing enhancements to improve efficiency and exceed client expectations. This requires close interaction with the client and the operations team assigned to the deal and monitoring deliverables outside a structured workflow to ensure contractual requirements are met. The role holder may also assist with production support and completing these administrative services as well as reviewing the work carried out by other team members. Coordination with internal teams, external counsel, and clients in connection. The Portfolio Services Manager IV ensures compliance with regulatory and risk management policies for all activities, critically for onboarding activities, deal amendments, and terminations.
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• Administer and manage moderately complex deals, including actively managed portfolios with daily, time sensitive activity.
• Ensure portfolio and trade activity is processed accurately, timely and in accordance with client instructions and contractual agreements.
• May review the work carried out by other team members and provide feedback.
• Act as primary point of contact for client communication and apply product knowledge and ability to interpret complex legal documents to independently investigate and respond to client inquiries and requests.
• Liaise with deal stakeholders and internal or external parties. May also act as issue resolution escalation point for junior Portfolio Services Managers.
• Train less experienced Portfolio Services Managers on core systems and processes.
• Assist with contract review and negotiation focusing on operational requirements and participate in the closing and set-up of new deals in accordance with governing documents and departmental procedures.
• Actively participate in client/deal and departmental projects, including assisting system application and end user computing tool developers with design, user acceptance testing, and implementation.
• Recognize a problem and determine when to escalate or handle independently.
• Monitor market changes and developments, translating into new value-adding services and ensuring customer satisfaction in coordination with the team. This may require attending industry conferences and events.
• Proactively support the management of risk, in line with the risk policy, framework and appetite.
What will you bring to the role?
Essential:
• 13+ years of experience in one or a combination of the following: Corporate Trust, Financial Services, Relationship/Account Management, Structured Finance. A four-year degree or military experience may offset one year of required experience.
Preferred:
• Master's Degree
• Corporate Trust Experience
• Relationship/Account Management
• Ability to work independently, make decisions, and instruct others
• Excellent verbal, written and interpersonal communication skills
• Proficiency in reading and interpreting complex legal documents
• Strong math aptitude
• Ability to navigate multiple computer systems and applications
• Effective organizational, multi-tasking and prioritizing skills
• Solid PC skills including proficiency with MS Excel
• Ability to work in high pressure and time sensitive environment
• Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs and recommending solutions
• Critical thinking and problem-solving skills
• Strong analytical skills with high attention to detail and accuracy
• Experience completing tasks in a timely and efficient manner with excellent attention to detail
• Ability to interact with all levels of an organization
• Compensation. The typical base pay range for this role is $124,530- $186,795. This base pay is a national average and may not be applicable to all locations.
ABOUT US
A company to be proud of
We're a global leader in financial administration with over 12,000 employees across more than 22 different countries. At Computershare, it's more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We're dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
ABOUT THE TEAM
We're a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers, and governments and institutions. Our organisation offers a broad range of services with a best-in-class reputation built on our high-touch approach to client service. We're looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion