Knowledge/Skills
Experience within middle office, fund administration, prime brokerage, asset management or consulting
Superb organizational skills, with the ability to multi-task and at the same time meet client needs
Exceptional presentation skills in formal and informal environments, small and large groups
Excellent grammar, written and oral communication skills
Adaptive, flexible style with the ability to work in a dynamic, fast-paced environment
Strong decision-making abilities, impeccable integrity and the ability to present technical and strategic information in a clear & effective manner
Expertise in one or more asset classes and roles, and familiarity with operations, treasury, trading, accounting and the alternatives space overall
Passion for learning, self-starter and strong technology skills
Bachelor’s degree in Finance, Accounting or related discipline; Master’s degree a plus
Responsibilities
Build and strengthen C-suite client relationships, proactively engage business owners on topics of interest to them, identify opportunities to cross sell and execute to meet and exceed business and team goals.
Create and sustain a culture of transparency, candid feedback, collaboration and the “we” mentality.
Develop complete understanding of client's business and objectives, goals and market challenges.
Collaborate with clients and service teams to improve processes, reduce risk and enhance the quality of our services.
Ensure overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to partners.
Coordinate and facilitate investor and client due diligence sessions.
Coordinate Client Service Reviews (4 times per year) and subsequent reporting internal stakeholders and senior management.
Cross-sell HFS and bank services and participate in development of solutions to meet client needs.
Own client P&L and manage client profitability, understand competitive environment, develop pricing strategies, and works with team to enhance profitability. Proactively manage re-pricing as needed.
Act as subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level in any specific area (ex. Operations, accounting, investor services)
Identify complex business and operational problems and provide solutions to drive continuous improvement in quality of service deliverables and internal efficiency
Coordinate and manage client training on technology and tools.
Act as a point of escalation to the client and shared service teams. Manage difficult conversations and escalations (both internal and external) as needed.
Conduct activities that are large in scope, cross-functional and technically difficult.
Full-time