Job Description
Roles and Responsibilities:
- Ensure a full understanding of the client’s needs and expectations across service delivery teams and provide clarity for the actions required to service the client.
- Identify and coordinate service delivery modifications in response to changes in client activities or regulation and raise change projects within the organization as required.
- Coordinate and drive resolution of issues affecting the quality of service and overall client experience.
- Manage client communication and internal coordination on client requests for service enhancement, expansion, or customization.
- Plan and attend engagement meetings with clients on a regular basis to build trust and deepen the client relationship.
- Manage the team and provide leadership, training, and coaching to the managers across fund accounting / middle office operations.
- Identify and produce appropriate key management information / business metrics to communicate and facilitate the client relationship.
- Manage due diligence meetings/responses for prospective or existing clients and their investors.
- Oversee the preparation of board reports and represent the organization in client board meetings.
- Ensure proper coordination of relationships with third parties related to the client activity, including system providers, auditors and external legal counsels.
- Deliver efficiencies through automation, Standardisation and STP of processes.
Requirements:
- University degree in finance/accounting or commensurate experience
- At least 8+ years’ experience working within a financial services environment in a Fund Accounting or Middle Office Operations role, preferably in the Hedge Funds space.
- Strong people management skills: both locally and remotely.
- Strong client and team management skills
- Strong written and verbal communication skills – ability to communicate clearly and efficiently with clients, team, peers, and management.
- Forward-thinking with the ability to anticipate issues and drive solutions.
- Ability to work in changing, fast-paced work environment.
- Good time management and organizational skills.
- Resourceful, possess a can-do and continuous improvement mindset.
- Has track record of delivering on process improvements.