Account Manager (Credit & Structured Products)

Alter Domus; Boston (MA); On-site; USD 110,000 - 150,000; Full time

Job summary

Alter Domus in Boston, MA is seeking an experienced Account Manager to join our Credit & Structured Products team. The role focuses on portfolio administration, cash reconciliations, client reporting, and timely trade processing.

You will lead, train, and develop staff, manage client deliverables, and coordinate with Trustees to ensure service excellence and compliance in a fast-paced, high-volume environment.

Qualifications

• Bachelor’s degree or higher in finance, accounting, business, or economics.
• 6+ years of professional experience in finance or a related field.
• Knowledge of loan operations, mortgage lending, or loan securitization with customer service exposure.
• Experience with CLO compliance and Waterfall modeling is desirable.
• Experience in direct management and training of team members is preferred.

Responsibilities

• Be the face of the portfolio administration team.
• Ensure cash reconciliation is sent to the client.
• Review and approve daily reporting.
• Ensure input and review occur and trades are input in a timely fashion.
• Assist with new client onboarding.
• Coordinate with client on daily deliverables and ensure team is aware of expectations.
• Train and develop C&SP staff.
• Own process improvements and final delivery of solutions.
• Manage the invoice process from request to client delivery.
• Meet timeframes and deliverables with Client and Trustee.
• Prioritize, complete, and delegate tasks with high attention to detail and customer service.

Skills

Team leadership

Finance experience

Problem solving

Excel proficiency

Client communication

Education

Finance degree

Tools

Bloomberg

Excel

Loan systems

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Account Manager (Credit & Structured Products)

Credit and Structured Products Senior Officer Boston, MA, US

Alter Domus is currently seeking a new Senior Associate to join our Credit & Structured Products team at our Boston, MA or Carmel, IN office.

JOB DESCRIPTION

• Be the face of the portfolio administration team;
• Ensure cash reconciliation is sent to the client;
• Review and approve daily reporting;
• Ensure input and review occur and trades are input in a timely fashion;
• Assist with new client onboardings;
• Coordinate with client on daily deliverables and ensure team is fully aware of all client daily deliverables and expectations;
• Assume responsibility for training and development of all C&SP staff;
• Ownership of process improvement and final delivery of solutions;
• Take on full invoice process from request to client delivery;
• Ensure timeframes and deliverables agreed with Client and Trustee are met; and
• Demonstrate ability to prioritize, complete, and delegate tasks while providing high attention to detail and excellence customer service;
• Apply experience and understanding of market and best practices when managing transactions and communicating with other parties involved;
• Oversee procedures and review process of Analyst/Associate staff.

YOUR PROFILE

• Bachelor’s degree in finance, accounting, business, or economics preferred;
• 6+ years of professional experience within a business or finance-related capacity;
• Basic knowledge of loan operations, commercial mortgage lending, or loan securitization with product knowledge and/or customer service experience;
• Previous experience with CLO compliance and Waterfall modeling;
• Experience in direct management and training of team members preferred;
• Ability to independently research and resolve problems;
• Responsive, friendly, professional, highly organized, and superb communication;
• Solid Microsoft Excel experience;
• Knowledge or familiarity with Bloomberg, performance systems, and other loan research and analysis tools a plus;
• Exceptional attention to detail and able to thrive within a high-volume data-entry environment with both proficiency and accuracy; and
• Demonstrated willingness to work within a deadline-driven environment.

ABOUT US

Independent and possessing more than fifteen years’ experience in its field, Alter Domus has become a leader in corporate and management services for private equity & infrastructure and real estate funds as well as listed and unlisted companies. Our staff of over 2,000 people also provides fund administration and financial reporting services. We mentor and develop our employees’ technical knowledge and practical skills. We also champion commitment and a customer-oriented mindset.

WHAT WE OFFER

Alter Domus offers a competitive, comprehensive benefits package including a generous vacation policy, a diverse work environment, and strong global connections. As you collaborate with colleagues in our fast-paced environment, you will gain exposure to demanding and stimulating experiences that you will take with you as your career progresses. We provide a sophisticated work environment with prominent clients that will take your ambitions and talents to the next level and give you the resources and support you need to succeed.

For more information, please visit: www.alterdomus.com . Alter Domus is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.