Financial Advisor delivering goals - based wealth management and investment products at Merrill. Establishing relationships and providing customized financial planning solutions.
SS
Onsite Assistant Vice President, Alternative Investment Services, Bank Loans Operations
Posted 1 hour ago
About the role
- Assistant Vice President managing day-to-day operations in Alternative Investment Services at State Street. Overseeing functional teams, escalating operational issues, and providing technical expertise.
Responsibilities
- Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff
- Primary contact and key escalation point for operational issues, provide technical expertise to resolve daily problems
- Manage and escalate issues related CoE’s and other Shared Services
- Manage production activities of Shared Service Associate I, II and Senior Associate
- Coordinate the implementation of new funds, systems and processes.
- Assist with client conversions and other client projects
- Organize Shared Service internal meetings, as needed, and compiles related documentation, assisting with the coordination and development of the agenda and may attend meetings to record notes and action items
- Identify and implement consistent operational best practices
- Assist with compliance/fiduciary reviews and audits
- Train, develop and motivate new staff, complete performance appraisals
- Provide coaching and development opportunities to staff, participate in individual on-going training and development
- Serve on committees. Help define and implement new company initiatives
- During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
- Other duties as assigned
Requirements
- Equivalent to a BS degree in Finance, Business or related field.
- At least 5 years of related Custody and/or Fund Accounting experience, part of which must have been in a management or supervisory capacity.
- Knowledge of securities language and legal requirements.
- Good interpersonal, organizational and management skills.
- Solid understanding of operational functions within Custody and/or Fund Accounting.
- Ability to provide technical expertise to resolve daily problems.
- Demonstrated computer proficiency and working knowledge of various software applications.
- Ability to develop and enhance client relationships.
Benefits
- our retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
- eligibility for certain tax advantaged savings plans
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