The team plays an important role in the overall success of the organization by helping institutional investors manage risk, respond to challenges, and drive performance and profitability
Job Summary
The team plays an important role in the overall success of the organization by helping institutional investors manage risk, respond to challenges, and drive performance and profitability.
The role involves responsible oversight of complex daily operations and processes, acting as the primary contact for operational issues, and coordinating new fund and system implementations.
Employees are eligible for a comprehensive benefits program including retirement savings with company match, insurance coverage, paid time off, employee assistance programs, and incentive compensation.
Matching Summary
The team plays an important role in the overall success of the organization by helping institutional investors manage risk, respond to challenges, and drive performance and profitability.
Salary
Base: $115,000 - $201,250 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including 401K match, insurance, paid time off, and incentive compensation
Skills & Requirements
Must-have
Bank Loan asset class expertise
Fund Accounting and Custody knowledge
Operational issue escalation and resolution
Client relationship management
Coordination of fund and system implementations
Management reporting and automation
Middle Office and Risk Oversight experience
Nice-to-have
Strong critical thinking and problem solving
Ethical decision making
Team collaboration skills
Exposure to Trade Processing and Recon
Experience with Wall Street Office (WSO)
Key Requirements
Minimum 8-10 years related experience
BS/BA degree required
Experience in financial services industry preferred