Platform Solutions Lead Client Services
Platform Solutions Lead Client Services
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1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Platform Solutions Lead (Client Services)
Our company specializes in business process optimization for 20 years now with a worldclass Net Promoter Score of 76 delivering powerful technology and highperformance teams within our highly engaged and agile culture.
Key Responsibilities:
Review process and analyze alternative investment trades including subscriptions redemptions and transfers
Aggregate compile and normalize large sets of hedge fund and private equity investor data
Preparation of daily monthly and quarterly upload files for Client Reporting database
Ensure data integrity for all standardized and customizable reporting
Research and obtain further information for incomplete documents
Liaise and develop relationships with custodians third party administrators and other vendors
Resolve and implement scalable solutions for various external parties including custodians third party administrators andother vendors
Resolve data reporting system issues and exercise judgment to escalate issues to senior team members as needed
Assist in the development of efficient processes and procedures working with the technology team to automate workflow as well as gain indepth understanding of technology and operational workflow across multiple product lines
Develop implement and maintain operating procedures
Ensure timely deliverables of all reports
Help define and drive scalable solutions across all business lines including alternative investments and capital markets
Additional responsibilities to be determined based on capacity skill and interest
Perform all functions above and the following leadership functions shown below
Establish and execute processes and procedures
Establish and manage the achievement of Key Performance Indicators (KPIs)
Monitor and evaluate all processes and implement improvement to ensure Customer clients receive appropriate and highquality services as committed
Perform daily and monthly auditing of work processes
Monitor and assist team members in the daily operation aspects of the project including reviewing the status and performance against targets performing root cause analysis of variances and making improvements to meet the targets
Coach guide and train team members by providing creative ideas and ways on how to carry out the respective tasks towards providing excellent service
Provide assistance to team members in accordance with established practices and procedures
Provide reports as agreed with Customer
Assist in hiring selection and training of new team members.
Requirements
Job Requirements and Credentials:
Essential (MUST HAVE)
5 years of financial service industry experience
3 years supervisory experience
Advanced skills in Microsoft Suite specifically Excel VLOOKUP Pivot Tables VBA and Macros
Strong organizational multitasking and time management skills
Highly organized selfstarter with experience coordinating multiple competing priorities in a fastpaced environment
Excellent English oral and written communication skills
- College degree in economics finance or a related discipline preferred
College degree in Finance, Accounting or related field of study 3-6 years of work experience; Investment Management Accounting experience Microsoft Office: Word and Excel are a must - required Experience in Geneva and Black Mountain Systems is preferred
Employment Type
Full Time
