Job Responsibilities
- Drive controls execution on legal document review and trade instruction validation.
- Perform supervisory checks on external trade wire payments.
- Manage escalations and engage with Investor Support and Client Service.
- Think strategically to design platform changes with Product and Tech teams.
- Participate in control reviews and audit walkthroughs.
- Engage in people management, including performance reviews.
- Ensure client satisfaction with a strong controls mindset.
- Work independently with minimal supervision.
- Communicate effectively with outstanding verbal and written skills.
- Take proactive ownership to achieve goals.
- Analyze and drive process improvements.
Required qualifications, capabilities, and skills
- Demonstrate exposure to complex products like private equity and hedge funds.
- Exhibit exceptional organizational and prioritization abilities.
- Maintain a strong controls mindset focused on client satisfaction.
- Work independently with minimal supervision.
- Communicate outstandingly in verbal and written forms.
- Manage people effectively with hands-on experience.
- Proactively take ownership to achieve goals.
Preferred qualifications, capabilities, and skills
- Experience with modern automation tools like Alteryx and Python.
- Engage in strategic thinking for process improvements.
- Collaborate effectively with diverse teams.
- Adapt quickly to fast-paced environments.
- Innovate in designing risk-reducing platform changes.
- Foster strong relationships with internal stakeholders.
- Lead initiatives in automation and efficiency.