Portfolio Services Manager III

Computershare

  • Saint Paul, MN
  • $90,000-120,000 per year
  • Permanent
  • Full-time
  • 1 month ago
Job Category: Customer ServicesJob Description:Location: St. Paul, MN or Charlotte, NC (Hybrid)In this position, you'll be based in the St. Paul, MN or Charlotte, NC office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex.We give you a world of potentialComputershare Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfil our clients with a best-in-class reputation built on our high-touch approach to client service we are looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.Do you bring trusted experience to Computershare Corporate Trust? Do your strengths consist of strong analytical skills with high attention to detail and accuracy, excellent verbal, written, and interpersonal communication skills, ability to independently perform tasks within the Analytics lines of business?If you're a match to those skills and have the passionate drive to be part of something truly amazing, while working on a diverse team and have the willingness to learn multiple tasks, then this is the perfect opportunity for you!A role you will loveThe Portfolio Services Manager III is responsible for the overall management and administration of large and complex deals/portfolios which could span multiple clients and products. Deal structures typically include esoteric concepts and active portfolio management with high volumes. The role holder monitors the accurate and timely operation of all deal related activities ensuring client standards and contractual requirements are met. Deal activities include daily cash/position/asset reconciliations, waterfall/borrowing base/compliance test calculations, asset sales/purchases, fundings, payment processing, intraday trading, investor reporting, and ad-hoc client requests.Some of the key responsibilities for this position may include:
  • Administer and manage assigned deals, including actively managed portfolios Manage deals for large and complex clients with high portfolio activity or trade volumes and monitor the accurate and timely operation of accounts in accordance with client and contractual agreements.
  • Conduct thorough and timely reviews of the work carried out by others and provide constructive feedback and guidance to help improve team performance.
  • Work closely with legal counsel and internal teams on new business and amendments, reviewing legal contracts and negotiating terms to ensure operational effectiveness and mitigating potential risks.
  • Lead the closing and set-up of new deals and amendments for existing accounts in accordance with governing documents and departmental procedures.
  • Act as primary point of contact for client communication and apply product knowledge and ability to interpret complex legal documents to independently investigate and respond to client inquiries and requests.
  • Serve as an escalation point for client related operational and administrative issues.
What will you bring to the role?
  • 10+ years of experience in one or a combination of the following: Corporate Trust, Financial Services, Account Management, Structured Finance. A four-year degree or military experience may offset one year of required experience.
  • Bachelor's Degree
  • Corporate Trust Experience
  • Relationship/Account Management
  • Ability to work independently, make decisions, and instruct others
  • Excellent verbal, written and interpersonal communication skills
  • High proficiency in reading and interpreting complex legal documents
  • Strong math aptitude
  • Ability to navigate multiple computer systems and applications
  • Effective organizational, multi-tasking and prioritizing skills
  • Solid PC skills including proficiency with MS Excel
Proficiency in industry-specific software and tools * Ability to work in high pressure and time sensitive environment
  • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs and recommending solutions
  • Critical thinking and problem-solving skills
  • Strong analytical skills with high attention to detail and accuracy
  • Experience completing tasks in a timely and efficient manner with excellent attention to detail
  • Ability to interact with all levels of an organization
Rewards designed for youPaid parental leave, flexible working and a caring and inclusive culture.Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.Compensation. The typical base pay range for this role is $90,000- $120,000. This base pay is a national average and may not be applicable to all locationsAnd more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.#LI-HybridAbout Us:A company to be proud ofWe're a global leader in financial administration with over 12,000 employees across more than 22 different countries. At Computershare, it's more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.Fairness and cultureWe're dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit for further information.About the Team:We're a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers, and governments and institutions. Our organisation offers a broad range of services with a best-in-class reputation built on our high-touch approach to client service. We're looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.

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