Portfolio Services Manager IV

Job Description

Location : Hybrid-Columbia, St. Paul, Charlotte or Houston

This is a hybrid position based in Columbia, Charlotte or Houston. We're committed to your flexibility and well-being 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.

Within Computershare Corporate Trust, the Portfolio Services Manager IV works on our most complex and sophisticated products. For our SAS division, this role supports a variety of alternative investment products such as CLO and leveraged loan finance facilities where we provide portfolio administration, securities custody, collateral agent, paying agent, and trustee services. The Portfolio Services Manager IV understands the complex funding and portfolio compliance requirements and portfolio accounting concepts that accompany these products.

This role operates in a fast-paced evolving market. Clients are high-profile market makers driving new finance industry structures and concepts with cutting edge lending and securitization strategies. These clients include some of the top asset management firms, investment bankers, hedge funds, REITs, and institutional issuers / borrowers and investors. The Portfolio Services Manager IV works closely with these clients and adapts to changing priorities to ensure that all time-sensitive funding, trading, payment and reporting activity is carried out in accordance with the client's request and contractual requirements. The role holder also works closely with various internal business partners such as sales, business development, legal, relationship managers and middle / back-office support teams to resolve issues and solve for our client's business needs.

A role you will love

The Portfolio Services Manager IV is responsible for the overall management and administration of moderately complex deals / portfolios which could span multiple clients and products. Deal structures typically include esoteric concepts and active portfolio management. The Portfolio Services Manager IV will establish relationships with the client(s) to understand business needs and serve as the primary contact to address and solution for all issues. The role holder will recommend process improvements and servicing enhancements to improve efficiency and exceed client expectations. This requires close interaction with the client and the operations team assigned to the deal and monitoring deliverables outside a structured workflow to ensure contractual requirements are met. The role holder may also assist with production support and completing these administrative services as well as reviewing the work carried out by other team members. Coordination with internal teams, external counsel, and clients in connection. The Portfolio Services Manager IV ensures compliance with regulatory and risk management policies for all activities, critically for onboarding activities, deal amendments, and terminations.

• Administer and manage moderately complex deals, including actively managed portfolios with daily, time sensitive activity.
• Ensure portfolio and trade activity is processed accurately, timely and in accordance with client instructions and contractual agreements.
• May review the work carried out by other team members and provide feedback.
• Act as primary point of contact for client communication and apply product knowledge and ability to interpret complex legal documents to independently investigate and respond to client inquiries and requests.
• Liaise with deal stakeholders and internal or external parties. May also act as issue resolution escalation point for junior Portfolio Services Managers.
• Train less experienced Portfolio Services Managers on core systems and processes.
• Assist with contract review and negotiation focusing on operational requirements and participate in the closing and set-up of new deals in accordance with governing documents and departmental procedures.
• Actively participate in client / deal and departmental projects, including assisting system application and end user computing tool developers with design, user acceptance testing, and implementation.
• Recognize a problem and determine when to escalate or handle independently.
• 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 :

Preferred :

Rewards designed for you

#LI-Hybrid

About Us

A company to be proud of

We're a global leader in financial administration with over 12,000 employees across more than 22 different countries. At Computershare, it's more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.

Fairness and culture

We're dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com / access for further information.

About the Team

We're 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, and governments and institutions. Our organisation offers a broad range of services with a best-in-class reputation built on our high-touch approach to client service. We're looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.