BA
BarkleySVP, Direct Investments
Senior Vice President driving vision and operational excellence for Direct Investments at BarkleyOKRP. Leading large investment teams with a focus on Local Media Markets across the US.
About the role
- Primary point of escalation by the Business Unit, upstream and downstream stakeholders
- Lead the projects and initiatives that will enhance the performance and connectivity of Simcorp
- Solicits feedback from users and stakeholders in developing system enhancements
- Support ad-hoc analyses to identify root cause of production problems and develop timely solutions
- Execute acceptance test for implementation of new security types and functionalities and system upgrade
- Execute and validate test cases for end-to-end processes
- Ensure timely and accurate maintenance of static data tables such as portfolio master, security master, etc.
- Work in collaboration with the business users and Global Solutions Delivery (GSD) to create/update/maintain: o Fund Reports o Chart of Accounts Reports o Accounting posting rules Reports o Portfolio Reports o Free codes Reports o User views Reports o Segments Report
- Identify opportunities to leverage system capabilities to meet business requirements
- Conduct periodic training and calibration with team members
- Assist in providing relevant KPI to local and on-shore management
- Conduct performance review and evaluation and coach staff for further growth and develop
- Strengthen BU partnership and relationship through regular interaction and meetings
- Promote employee engagement and other employee-centered initiatives.
- Lead process improvement initiatives that will create process efficiencies and cost savings.
- Address team issues and concerns through effective planning and strategy.
- Drive the team in achieving its organizational goals and objectives.
- Perform managerial duties such as hiring, attendance/incentives management, billing, and overall coordination with the support departments such as HR, Finance and IT
- Ensure that all Service Level Agreements and MBPS and Business Unit compliance standards are met at all times
- Consult with MBPS Investments management on business planning, direction, and identification of opportunities for team growth and development
- Perform the People Manager role for the performance management, professional growth and development of staff which includes feedback sessions, productivity tracking, coaching, one to one meetings and regular employee reviews.
- Lead the regular business reviews and produce dashboard and metrics reports detailing the team’s performance (productivity, utilization, and attendance), challenges and areas for improvement.
Requirements
- Bachelor’s degree in Finance or Accounting.
- Minimum of 5–8 years of experience in Investments, specifically in Reconciliation, Asset Servicing, Middle Office Or direct experience with SimCorp Dimension
- At least 2 years of hands-on experience using SimCorp for Static Data Maintenance, particularly related to Funds or Portfolios, Investment Book of Records (IBOR)
- Proven involvement in projects or process improvement initiatives, such as designing or implementing system solutions, responding to audit findings
- Conducting root cause analysis (RCA) and proposing enhancements
- Ability to grasp new concepts and information quickly
- Eager to build strong relationships with internal departments and external partners
- Excellent organization and prioritization skills with the ability to manage competing priorities
- Comfortable influencing without authority
- Strong communication skills – both written and verbal
- Strong customer service orientation.
- Candidate must be willing to work on a mid-shift.
Benefits
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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