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Known fund-services brand, mid-level generalist operations title increases candidate competition.
Specialized fund administration and loan processing knowledge required, so background fit sensitivity is high.
Mandatory 4+ years, financial services and leadership experience creates medium strictness in shortlisting.
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Manage and support a team of analysts ensuring Service Level Agreements (SLAs) are met effectively and efficiently.
Collaborate with management on Key Risk Indicators (KRIs), Key Performance Indicators (KPIs), and mitigation plans related to risk and resources.
Lead Loan Administration operations including issue resolution, portfolio risk assessment, task migration, client onboarding, and contributing to related projects.
Bachelor’s or Master’s degree required.
Minimum 4 years of Financial Services experience with leadership responsibility.
Product knowledge including Domestic, Global and OTC security markets, Fixed Income, and Derivatives.
Experience required in Hedge or Mutual Funds domain.
Experienced leader comfortable managing team performance and development in Loan Operations.
Strong understanding of Loan Administration processes including risk assessment and client/vendor liaison.
Skilled in mentoring staff and involved in hiring with a focus on operational risk and seamless client service delivery.