Investment Portfolio Manager

5 days ago

Sydney, New South Wales, Australia beBeePortfolio Full time $120,000 - $175,000
About Our Team

The Alpha Portfolio Services team is a dedicated global business unit working closely with clients, SSC IT, client service, and the business operations teams to ensure accurate end-to-end oversight of information delivery to our clients.

Our team's main responsibility is to ensure the investment book of records is accurately maintained and that accurate client portfolios are reflected on State Street platforms.

  • Liaise with colleagues and divisions globally where required for query resolution.
  • Lead and coordinate various workstreams within Investment Manager Services for identified issues and subsequent resolution to meet client needs.
  • Become proficient in building relationships with clients, understanding data usage, and designing or improving existing controls to provide better quality of service aligned to client expectations.
  • Perform an overview function for the Shared Services functions identifying operational trends, issues, and areas for improvement.
  • Work independently to research and resolve problems considering multiple avenues for resolution.
  • Communicate effectively on issues/problems to the client and to SSC management and ensure proper and timely follow-up to ensure resolution.
  • Provide guidance, support, act as resource, and assist team members from multiple operational areas relating to Enterprise queries.
  • Complete any ad-hoc tasks as identified by the line manager.
  • Review control reports to ensure the health of client portfolios is maintained.
Managerial Responsibilities:
  • Maintain a detailed understanding of the scope of managerial responsibilities, competence of staff reporting, ability to delegate tasks, and accountability within the team.
  • Cultivate strong collaborative skills within the Alpha Portfolio services team (onshore and offshore) as well as other Operational/Technical Support teams.
  • Ensure that your team has clear understanding of their reporting lines, authority levels, scope of responsibilities, objectives, training, and competency requirements.
  • Develop effective working relationships and communications with staff and ensure that staff are motivated, developed, and supported.
  • Establish and monitor systems of control, delegated authority, and escalation procedures so that the business complies with internal policies and external regulations.

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