Computershare-posted 2 months ago
$124,530 - $186,795/Yr
Remote • Columbia, MD
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

In this position, you'll be based in the Columbia, MD, St, Paul, MN, Charlotte, NC or Houston, TX office for a minimum of three days a week, with the flexibility to work from home for some of your working week. If you have a remote location recorded in Fusion this arrangement will continue to be honored if you are successful in your application, provided that: • You have formal accommodation due to disability, medical or legal reason that enables you to work remotely • You're a redeployment candidate who is under notice of redundancy • You were moved to a remote contract as your office closed, and you don't live near any of our current offices. Computershare Corporate Trust (CCT) is a division within Computershare responsible for providing trustee and sophisticated agency services for private and public companies, investment bankers, asset managers, government agencies and other financial institutions. Within Computershare Corporate Trust, the Portfolio Services Manager IV works on our most complex and sophisticated products. For our SAS division, this role supports a variety of alternative investment products such as CLO and leveraged loan finance facilities where we provide portfolio administration, securities custody, collateral agent, paying agent, and trustee services. The Portfolio Services Manager IV understands the complex funding and portfolio compliance requirements and portfolio accounting concepts that accompany these products. This role operates in a fast-paced evolving market. Clients are high-profile market makers driving new finance industry structures and concepts with cutting edge lending and securitization strategies. These clients include some of the top asset management firms, investment bankers, hedge funds, REITs, and institutional issuers/borrowers and investors. The Portfolio Services Manager IV works closely with these clients and adapts to changing priorities to ensure that all time-sensitive funding, trading, payment and reporting activity is carried out in accordance with the client's request and contractual requirements.

  • Administer and manage moderately complex deals, including actively managed portfolios with daily, time sensitive activity.
  • Ensure portfolio and trade activity is processed accurately, timely and in accordance with client instructions and contractual agreements.
  • May review the work carried out by other team members and provide feedback.
  • 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.
  • Liaise with deal stakeholders and internal or external parties. May also act as issue resolution escalation point for junior Portfolio Services Managers.
  • Train less experienced Portfolio Services Managers on core systems and processes.
  • Assist with contract review and negotiation focusing on operational requirements and participate in the closing and set-up of new deals in accordance with governing documents and departmental procedures.
  • Actively participate in client/deal and departmental projects, including assisting system application and end user computing tool developers with design, user acceptance testing, and implementation.
  • Recognize a problem and determine when to escalate or handle independently.
  • Monitor market changes and developments, translating into new value-adding services and ensuring customer satisfaction in coordination with the team.
  • Proactively support the management of risk, in line with the risk policy, framework and appetite.
  • 13+ years of experience in one or a combination of the following: Corporate Trust, Financial Services, Relationship/Account Management, Structured Finance.
  • A four-year degree or military experience may offset one year of required experience.
  • Master's Degree
  • Corporate Trust Experience
  • Relationship/Account Management
  • Ability to work independently, make decisions, and instruct others
  • Excellent verbal, written and interpersonal communication skills
  • 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
  • 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
  • The typical base pay range for this role is $124,530- $186,795. This base pay is a national average and may not be applicable to all locations.
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