Bank Loan Services Operations, Assistant Vice President

State StreetIrvine, CA
3d$90,000 - $157,500

About The Position

Who we are looking for This role requires a deep understanding of the complexities of servicing Bank Loans Services and Middle Office Operations held in complex global fund structures. The candidate should have a background in client management, team management, multi-point reconciliations, fund accounting, custody, vendor data sourcing and automation. Strong critical thinking skills and an ability to meet aggressive deadlines in high volume work environment are essential. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day-to-day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Requirements

  • Strong critical thinking, problem solving, and decision-making skills
  • Strong interpersonal skills and ethical decision making
  • Ability to work in a team environment with emphasis on collaboration with both clients and other internal service teams.
  • BS/BA degree required. Must have a minimum of 7 years of related experience, preferably in financial services industry
  • Experience in working with Bank Loan asset class required
  • Proficiency with Wall Street Office (WSO) and middle office applications

Responsibilities

  • Act as primary contact and escalation point for operational issues
  • Receive and resolve inquiries from client, Client Management, COEs, BU Shared Services and BU Client Service and ensure timely resolution.
  • Maintain and monitor open items, issues, logs, project lists…
  • Address custom client requests, manage production activities of Client Support Specialists 1, 2 and Senior Specialists.
  • Coordinate cash breaks and position break reconciliations and resolution.
  • Identify and implement consistent operational best practices.
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