Job Description
Who we are looking for
As a Portfolio Services Assistant Vice President (AVP), you will be responsible for overseeing daily account reviews to confirm the health of portfolios supporting trading, reporting, and performance activities. Under the direction of the Vice President, you will monitor assigned client accounts for issues related to cash, settlements, ad hoc processing, data integrity, and client reporting, including performing pre and post cycle reviews.
This role requires a highly self directed professional able to navigate complex and evolving situations, independently identify exceptions, perform thorough analysis, and drive issues to resolution while adjusting priorities as business needs change. Successful candidates will be decisive, results oriented individuals with a proven track record, sound judgment, and the ability to build and manage strong relationships across the organization through trust, collaboration, adaptability, and subject matter exp...