FIS · 1 day ago

Trust Account Manager - Institutional (Middle Office)

United States

Full-time

Remote

Mid, Senior Level

$81K/yr - $132K/yr

4+ years exp

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BankingFinancial Services

Hiring Manager

Brandi S.

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Responsibilities

Oversee daily transaction & reporting activity of assigned outsourcing relationships

Support personnel at client institutions in day-to-day routines and financial processing

Solve complex problems through research and/or communications with clients, liaisons, and internal teams

Guarantee quality service levels, perform daily servicing activities, ensuring timeliness and accuracy

May select, develop, and evaluate personnel to ensure the efficient operations

May establish operational objectives, work plans, and assignment delegation

Qualification

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Financial services experienceStructured finance knowledgeCLO/CDOs experienceCash reconciliationsWaterfall calculationsCompliance testingSyndicated loans knowledgeFinancial transaction processingData analysisLeadership experienceRelationship building

Required

Bachelor’s degree in business administration or finance, or equivalent combination of education, training, and work experience

Typically, at least 4 years of financial services industry experience in managing institutional assets, and one or more years of leadership responsibility

Knowledge/experience with structured finance, preferably CLO/CDOs, syndicated loans, or corporate trust securities, as well as trust systems

Understanding and direct work experience with cash reconciliations, waterfall calculations, compliance testing, financial transaction processing, data analysis, and reporting

Ability to establish and maintain effective working relationships with all levels of management, colleagues, and clients (internal & external)