Portfolio Manager
Portfolio Manager
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Job Description
About the Role:
Overview
Portfolio Managers at all levels are responsible for managing a variety of items within client services at OSTTRA.
The type of items that the team will manage include:
Portfolios
Ongoing status of interactions with business lines at key customers such as GCIBs or large buy-sides or partners such as other participants within the finance ecosystem such as clearing houses. The interactions may be in progress or yet to begin implementation projects or ongoing issues or tickets raised with other client services teams
Multi-stakeholder Projects
Projects involving stakeholders across OSTTRA but spearheaded within client services. This includes large scale implementation projects involving multiple client services resources or implementation projects owned by client services requiring ongoing input by functions such as technology
Initiatives
Reporting on behalf of client services on new initiatives that involve implementation. This may be a new business line or service that requires a significant number of smaller implementation projects testing and post go-live support
Responsibilities
For the above type of portfolio or initiative the following responsibilities exist:
Act as the primary communicator internally and externally on the status of portfolios and initiatives with stakeholders at senior levels
Create the appropriate reporting and tracking both internally and externally for the portfolio and initiatives
Oversee the progress of activities on these portfolios ensuring items are delivered on time or delays are resolved and/or escalated
Utilize regular internal meetings to gather updates and address issues
Coordinate across functions including technology product sales customer success and all functions with client services
Additional knowledge
Develop and demonstrate a sound knowledge of the initiatives or portfolios through either business & product knowledge an understanding of the customers business or an understanding of the underlying processes involved in the implementation
In person engagement
For all portfolios & initiatives there is a desire to match up managers with customers and teams based locally. Where this is possible there is an expectation that the individual meets the team and customer locally in person on a regular basis
Approach
Demonstrate a positive customer experience during initiatives and portfolios
Be responsive collaborative and engaged with teams assigned to each initiatives or portfolio
Effectively manage time so that tasks are completed by the expected due date
Requirements
Strong day-to-day customer communication skills and stakeholder management
Capability to effectively manage large portfolios of work and initiatives risks & issues and stakeholders
Demonstrate strong accountability and ownership of risks & issues and tasks associated with a project
A sound understanding of technology including confluence jira and google workspace
Work effectively as part of a team
Desire to grow ones own knowledge and assist others in the team in developing their knowledge and expertise
Process-oriented with excellent organisational skills
Excellent verbal and written communication skills
About OSTTRA
Candidates should note that OSTTRAis an independentfirm jointly owned by S&P Global and CME Group. As part of the joint venture S&P Global providesrecruitmentservices to OSTTRA - however successful candidates will be interviewed and directly employed by OSTTRA joiningour global team of more than 1200 posttrade experts.
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20 years: MarkitServ Traiana TriOptima and Reset. OSTTRA is a joint venture owned 50/50 by S&P Global and CME Group.
With an outstanding track record of developing and supporting critical market infrastructure our combined network connects thousands of market participants to streamline end to end workflows -from trade capture at the point of execution through portfolio optimization to clearing and settlement.
Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology playing a central role in supporting global financial markets.
Learn more at.
Whats In It For You
Benefits:
We take care of you so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global.
Our benefits include:
Health & Wellness: Health care coverage designed for the mind and body.
Flexible Downtime: Generous time off helps keep you energized for your time on.
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
Invest in Your Future: Secure your financial future through competitive pay retirement planning a continuing education program with a company-matched student loan contribution and financial wellness programs.
Family Friendly Perks: Its not just about you. S&P Global has perks for your partners and little ones too with some best-in class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awardssmall perks can make a big difference.
For more information on benefits by country visit: Fraud Alert:
If you receive an email from a domain or any other regionally based domains it is a scam and should be reported to. S&P Global never requires any candidate to pay money for job applications interviews offer letters pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines fraudulent domains and how to report suspicious activityhere.
Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity color religion sex sexual orientation gender identity national origin age disability marital status military veteran status unemployment status or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability please send an email to:and your request will be forwarded to the appropriate person.
US Candidates Only:The EEO is the Law Poster discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America) BSMGMT203 - Entry Professional (EEO Job Group)
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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