外資系信託銀行でのPortfolio Services Manager(口座開設)の求人
求人ID:1227614
募集終了
転職求人情報
職種
Portfolio Services Manager(口座開設)
ポジション
マネージャークラス
おすすめ年齢
20代
30代
40代
50代以上
年収イメージ
年収イメージ:800万円〜1200万円(経験・能力を考慮の上当社規定により決定)
仕事内容
As Portfolio Services Manager you will
●Manage account opening and provide ongoing account support
●Monitor and review critical metrics to ensure deliverables and service standards are met
●Build and maintain Service Level Agreements with outsourced providers
●Contribute to the our change agenda through partnering with other teams on projects and new business analysis so as clear direction can be provided on the scope and operational post trade execution requirements related to any new or existing our business initiative
●Act as a point of escalation for the Traders and Portfolio Managers address issues accordingly and suggest controls to enhance existing processes
●Communicate with brokers, custodians and vendors on a regular basis
●Keep abreast of market, index and regulatory changes and events
●Provide support for client requests as and when required
●Manage account opening and provide ongoing account support
●Monitor and review critical metrics to ensure deliverables and service standards are met
●Build and maintain Service Level Agreements with outsourced providers
●Contribute to the our change agenda through partnering with other teams on projects and new business analysis so as clear direction can be provided on the scope and operational post trade execution requirements related to any new or existing our business initiative
●Act as a point of escalation for the Traders and Portfolio Managers address issues accordingly and suggest controls to enhance existing processes
●Communicate with brokers, custodians and vendors on a regular basis
●Keep abreast of market, index and regulatory changes and events
●Provide support for client requests as and when required
必要スキル
<Education & Preferred Qualifications>
●Bachelor’s degree required, Masters or other advanced degree preferred
●10+ years financial services experience with a large financial services firm
●Professional industry qualifications an advantage
<Requirements>
●Extensive asset management experience, including investment operations
●Account opening and ongoing account support experience, closely communicating with portfolio manager, sales, client service, offshore team, external parties such as Trustee, broker, custodian, etc.
●Leadership and management skills
●Broad and in-depth understanding of standards, methodologies, processes, systems and technology necessary to support investment management operations
●Product knowledge in Equity, Fixed Income, Investment Trust Fund, Derivatives, FX, OTC
Excellent technical ability (MS Excel, Access, Word, Powerpoint), Excellent analytical skills are essential for this role
●Ability to plan and run multiple priorities and tasks with the skills to adapt and be flexible to change in a delivery focused, deadline driven environment
●Strong communication (especially written) and presentation skills to audiences of different sizes and levels of seniority
<Additional requirements>
・Project management experience an advantage
・Understanding of product and fund valuation useful
・Flexibility in working outside of your responsibilities and areas of expertise
・Must be self-motivated, adaptable and show initiative in different circumstances and under pressure
・Ability to communicate effectively with clients and colleagues at senior levels
・Ability to build strong positive relationships with both internal and external clients
・Willing to assume responsibility and take ownership of tasks assigned
・Ability to work confidently both independently and as part of a team
●Bachelor’s degree required, Masters or other advanced degree preferred
●10+ years financial services experience with a large financial services firm
●Professional industry qualifications an advantage
<Requirements>
●Extensive asset management experience, including investment operations
●Account opening and ongoing account support experience, closely communicating with portfolio manager, sales, client service, offshore team, external parties such as Trustee, broker, custodian, etc.
●Leadership and management skills
●Broad and in-depth understanding of standards, methodologies, processes, systems and technology necessary to support investment management operations
●Product knowledge in Equity, Fixed Income, Investment Trust Fund, Derivatives, FX, OTC
Excellent technical ability (MS Excel, Access, Word, Powerpoint), Excellent analytical skills are essential for this role
●Ability to plan and run multiple priorities and tasks with the skills to adapt and be flexible to change in a delivery focused, deadline driven environment
●Strong communication (especially written) and presentation skills to audiences of different sizes and levels of seniority
<Additional requirements>
・Project management experience an advantage
・Understanding of product and fund valuation useful
・Flexibility in working outside of your responsibilities and areas of expertise
・Must be self-motivated, adaptable and show initiative in different circumstances and under pressure
・Ability to communicate effectively with clients and colleagues at senior levels
・Ability to build strong positive relationships with both internal and external clients
・Willing to assume responsibility and take ownership of tasks assigned
・Ability to work confidently both independently and as part of a team
就業場所
就業形態
正社員
企業名
外資系銀行
企業概要
世界最大級のカストディ銀行。グローバルネットワークを武器に世界の投資家への運用管理業務を提供。
企業PR
組織カテゴリ
備考
関連キーワード
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