Senior Trust Account Manager-Institutional (Middle Office)

Fidelity National Information Services•Houston, TX

43d•$112,150 - $188,410

About The Position

We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you're ready to start learning, growing, and making an impact with a career in fintech, we'd like to know: Are you FIS? About the Team Virtus from FIS is a leading provider of alternative investment services and technology solutions, specializing in delivering comprehensive front, middle, and back-office services to asset managers, banks, and other institutional investors. Virtus helps its clients manage their alternative investment portfolios, including CLO/CDOs, private equity, hedge funds, and other alternative assets. What You Will Be Doing The Middle Office Team maintains the books and records for collateral managers that have outsourced middle office operations. As primary point of contact, the Senior Trust Account Manager delivers high levels of service and relationship management for assigned institutional outsourcing clients in support of trust business objectives.

Requirements

Bachelor's degree in business administration or finance, or equivalent combination of education, training, and work experience
Typically, 10 years of financial services experience in institutional assets with two or more years leadership responsibility
Working knowledge of CLO/CDOs, syndicated loans, or corporate trust securities, as well as experience with trust systems
Direct work experience with cash flows, reconciliations, waterfall calculations, compliance testing, financial transaction processing, data analysis, and investor reporting
Client servicing experience in corporate trust securities and exceptional communication, both verbally, in written form, and via presentation to audiences including executive levels
Ability to establish and maintain effective working relationships with all levels of management (internally/externally), employees, clients, and the public

Responsibilities

Oversee daily transaction & reporting activity of assigned outsourcing relationships and support personnel at client institutions in day-to-day routines and financial processing
Guarantee quality service levels, perform daily servicing activities, ensuring timeliness and accuracy
Establish operational objectives, work plans, and assignment delegation
Lead personnel who assist in the management of the client relationship and communicate status of client assignments with relationship managers
Select, develop and evaluate personnel to ensure efficient operations
Establish and assure adherence to budgets, schedules, work plans and performance requirements