Position Details
About this role
This AVP role supports Alternative Investment Services Bank Loans Operations by acting as the primary escalation point for operational issues and resolving client and internal team inquiries. You will manage open items and production activities, coordinate implementations for new funds and processes, and ensure consistent operational best practices using Wall Street Office (WSO).
Key Responsibilities
- Act as primary contact and escalation point for operational issues
- Receive and resolve client and internal inquiries (Client Management, COEs, BU Shared Services, BU Client Service)
- Maintain and monitor open items, issues, logs, and project lists
- Manage production activities of Client Support Specialists 1, 2 and Senior Specialists; address custom client requests
- Coordinate implementation of new funds, systems and processes; assist with client conversions; identify operational best practices
Technical Overview
The job centers on servicing bank loan debt held in complex global fund structures, requiring competence in multi-point reconciliations, fund accounting, custody, vendor data sourcing, and automation. It includes managing operational logs and project lists and coordinating system/process changes and client conversions.
Ideal Candidate
The ideal candidate has 5-7 years of related experience servicing bank loan debt in complex global fund structures, with strong client and team management experience. They are skilled in multi-point reconciliations, fund accounting, custody, vendor data sourcing, and automation, and they can manage operational escalations and production activities while maintaining issue logs and meeting aggressive deadlines using Wall Street Office (WSO).
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
BA degree required, Minimum of 5-7 years of related experience, Experience in working with Bank Loan asset class required, Proficiency with Wall Street Office (WSO)
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