Portfolio Services Manager II
Portfolio Services Manager II
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Job Description
Location:Hybrid-Columbia MD
This is a hybrid position primarily based in Columbia MD. Were committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working
We give you a world of potential
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.
Computershare Corporate Trust is built on a foundation of Trust Makes it Work expertise relationships and innovation you can trust. When you join this dynamic team you will enjoy a career teamwork flexibility and leadership you can trust to help accelerate your personal and professional goals.
Computershare Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies investment bankers asset managers as well as governments and institutions. We offer a wide range of services that fulfil our clients with a best-in-class reputation built on our high-touch approach to client service weare lookingfor people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.
Do you bring trusted experience to Computershare Corporate Trust Do your strengths consist of stronganalytical skills with high attention to detail and accuracy excellent verbal written and interpersonal communication skills ability to independently perform tasks within the Analytics lines of business
If youre a match to those skills and have the passionate drive to be part of something truly amazing while working on a diverse team and have the willingnessto learn multiple tasks then this is the perfect opportunity for you!
A role you will love
The Portfolio Services Manager II is responsible for the overall management and administration of moderately complex deals/portfolios which could span multiple clients and products. This role will include working side by side with team members across the securities and loan services team and will also serve as the primary point of contact for clients requests. Along with the day-to-day production duties the Portfolio Services Manager II will be involved in leading special projects/analyses as requested.
The Portfolio Services Manager II will establish relationships with the client(s) to understand business needs and serve as the primary point of contact to address and solution for any issues. The Portfolio Services Manager II will recommend process improvements and servicing enhancements to improve efficiency and exceed client expectations.
The Portfolio Services Manager II ensures compliance with regulatory and risk management policiesfor all activities including but not limited to deal closings amendments and terminations.
Some of the key responsibilities for this position may include:
- Maintaining relationships with clients; consulting with clients to identify and define business requirements.
- Collaborating with external clients and internal team members to find appropriate solutions for the clients unique business needs.
- Support day-to-day activities through procedural-driven approvals and reviews.
- Performing contractual document reviews and negotiating complex legal agreements.
- Ensuring regulatory compliance and risk management policies; coordinates closing activities.
- Monitoring market changes and developments translating into new value-add services while ensuring stellar customer satisfaction in coordination with team.
- Recommend and implement service enhancements introduce developments or solutions to meet or exceed customer expectations.
Monitor market changes and developments translating into new value-adding services and ensuring customer satisfaction in coordination with the team. This may require attending industry conferences and events.
- Proactively support the management of risk in line with the risk policy framework and appetite.
What will you bring to the role
Essential:
5 years of experience in one or a combination of the following: Corporate Trust Financial Services Account Management Structured Finance. A four-year degree or military experience may offset one year of required experience.
Preferred:
Bachelors 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
Rewards designed for you
- Paid parental leave flexible working and a caring and inclusive culture.
- Health and wellbeing rewards that can be tailored to support you and your family including medical dental and vision.
- Invest in your future with 401k matching and tax-advantaged flexible spending plans including healthcare dependent care and commuter.
- Income protection. Our package includes short and long-term disability benefits life insurance and supplemental life insurance.
- And more. Ours is a welcoming and close-knit community with experienced colleagues ready to help you grow. Our handbook will help you find out more about our rewards and life at Computershare visit The typical base pay range for this role is $82000- $120000. This base pay is a national average and may not be applicable to all locations
Required Experience:
Manager
Employment Type
Full-Time
