Trust Reporting Manager
About The Position
U.S. Bank Global Corporate Trust Services is a major provider of corporate trust services globally. The Trust Reporting Manager is responsible for the leadership and overall management of a team of Corporate Trust Analysts, ensuring the achievement of unit and divisional objectives. This includes developing and maintaining unit policies, procedures, and training initiatives, as well as hiring, training, and managing staff performance through goal setting, coaching, and recognition. The manager also prepares and reviews various management and exception reports. In addition to managing operations, processes, and compliance, the Trust Reporting Manager may collaborate with Business Development Officers, counsel, and Relationship Managers on evaluating new business opportunities, particularly those involving moderately complex structures with standard or custom processing platforms. This role serves as a resource for peers and a subject matter expert in specific deal types, servicers, or technical areas. A key responsibility involves creating and/or ensuring the quality and timeliness of investor reports for highly complex structured finance instruments. This position can be found in any of the investor reporting groups within the organization, with specific duties potentially varying by business.
Requirements
- Bachelor's degree (Finance preferred), or equivalent work experience.
- Four to six years of related work experience, preferably in the fixed income industry with math, finance, computer science, and/or accounting.
Nice To Haves
- Thorough knowledge of most types of structured finance transaction documentation, policies, and procedures.
- Working knowledge of the Global Structured Finance or Collateralized Debt Obligations unit and division, its products, processes, and related bank and regulatory regulations.
- Experienced in structured finance transactions, investments, accounting principles, loan servicing operations, and fixed income systems.
- Proven customer service skills.
- Excellent written and verbal communication skills for both an internal and external audience.
- Proficient management skills to include planning and people management.
- Strong analytical and problem-solving skills.
Responsibilities
- Provide leadership and overall management of a team of Corporate Trust Analysts.
- Develop and maintain unit policies, procedures, and training initiatives.
- Hire and train staff.
- Establish and monitor performance goals.
- Coach employees, and recognize and reward performance results.
- Prepare and review management and exception reports.
- Manage operations, processes, and compliance issues.
- Work with Business Development Officers, counsel, and Relationship Managers on new business opportunity evaluation of moderately complex structures with a standard or custom processing platform.
- Serve as a resource for peers and a subject matter expert in specific deal types, servicers, or technical areas.
- Create and/or assure quality and timeliness of investor reports of various structured finance instruments of the highest level complexity.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- Pension
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
5,001-10,000 employees
