Portfolio Administration Lead: Strategy, Growth & Client Excellence

Alter Domus

Boston (KY)

On-site

USD 95,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Professional accreditations support

Flexible holidays, + birthday off

Mentoring throughout career

Sports and social committees

Employee Assistance Program

Employee Share Plan

Location-based local benefits

Job summary

Alter Domus in Illinois, a global provider of integrated solutions for the alternative investment industry, seeks an experienced leader to manage client engagements and drive business unit strategy. You will coach teams, own client deliverables, and develop talent while ensuring training and compliance.

Strong Excel, CLO knowledge, and loan operations experience are required; the role offers a competitive salary and benefits.

Qualifications

Bachelor’s degree in finance, accounting, business, or economics preferred.
5+ years of professional experience in finance or business.
Knowledge of loan operations or loan securitization.
Experience with CLO compliance and Waterfall modeling.
Experience in direct management and training of team members.
Strong research and problem-solving abilities.
Excellent written and verbal communication.
Proficient in Microsoft Excel.
Familiarity with Bloomberg and loan analysis tools.
Detail-oriented in high-volume data environments.
Able to work under deadlines.

Responsibilities

Champion Alter Domus brand, ensuring superior service is being consistently delivered.
Expert in end-to-end business line process. Ability to communicate process to internal and external parties.
Provide strategic direction of business unit and initiatives. Work with Director and Managing Director to move forward.
Manage P&L of team. Be efficient in use of headcount.
Take full ownership of client deliverables, delegation of duties while ensuring team members are taking appropriate ownership and executing tasks.
Conduct regular workflow reviews with staff to ensure optimal execution.
Perform active relationship Management role and manage issues as they arise objectively and directly with the client for resolution.
Subject Matter Expert at Alter Domus on client engagements.
Coach, mentor, and support team through all aspects of assignments.
Ensure training and development of staff is appropriate and consistent.
Lead, develop and mentor career path of team members.
Mastery of internal workflows, processes, and management of deadlines.
Understand other business unit functions within DCM and how it impacts the team; and
Proactively expand client relationships by recognizing their needs and understanding Alter Domus suite of services.
Ensure exceptions are cleared and procedures and regulations are followed.