About The Position

To be successful in this role, we’re seeking the following: Bachelor’s degree or the equivalent combination of education and experience required; MBA preferred. 7–10 years of total work experience, with at least 3 years of people management experience preferred. Experience in client service, operations, and/or reporting within financial services strongly preferred. Strong background in Structured Finance (ideally CLOs), Fund Administration, and/or Alternative Asset Management strongly preferred. Client Service/Operations experience within financial services strongly preferred. Corporate Trust background preferred. Proven experience engaging institutional clients to deliver against service obligations and support revenue growth. Strong data analysis, reporting oversight, and problem-solving skills, including the ability to review results versus expectations. Experience managing teams of 7+ employees strongly preferred.

Requirements

  • Bachelor’s degree or the equivalent combination of education and experience required; MBA preferred.
  • 7–10 years of total work experience, with at least 3 years of people management experience preferred.
  • Experience in client service, operations, and/or reporting within financial services strongly preferred.
  • Strong background in Structured Finance (ideally CLOs), Fund Administration, and/or Alternative Asset Management strongly preferred.
  • Client Service/Operations experience within financial services strongly preferred.
  • Corporate Trust background preferred.
  • Proven experience engaging institutional clients to deliver against service obligations and support revenue growth.
  • Strong data analysis, reporting oversight, and problem-solving skills, including the ability to review results versus expectations.
  • Experience managing teams of 7+ employees strongly preferred.

Nice To Haves

  • MBA preferred.
  • Strong background in Structured Finance (ideally CLOs), Fund Administration, and/or Alternative Asset Management strongly preferred.
  • Corporate Trust background preferred.
  • Experience managing teams of 7+ employees strongly preferred.
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