Portfolio Administration US, Associate Director

Alter Domus; Boston (KY); On-site; USD 95,000 - 120,000; Full time

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.

Skills

Leadership

Communication

Attention to detail

Problem solving

Microsoft Excel

Team training

Deadline driven

Loan operations

Education

Bachelor’s degree in finance, accounting, business, or economics

Tools

Bloomberg

Job description

About Us

As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning "The Other House" in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions.

About Us

As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning "The Other House" in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions. With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, how we work, and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. Find out more about life at Alter Domus at careers.alterdomus.com

Job Description

• 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.

Your Profile

• Bachelor’s degree in finance, accounting, business, or economics preferred.
• 5+ years of professional experience within a business or finance related capacity.
• Basic knowledge of loan operations, or loan securitization with some product knowledge and/or customer service.
• 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 is a plus.
• Exceptional attention to detail and able to thrive within a high-volume data entry environment with both proficiency and accuracy.
• Demonstrates willingness to work within a deadline-driven environment.

Illinois salary range depending on experience: $95,000-120,000

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

What We Offer

We are committed to supporting your development, advancing your career, and providing benefits that matter to you.

Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.

Our Global Benefits Also Include

• Support for professional accreditations
• Flexible arrangements, generous holidays, plus an additional day off for your birthday!
• Continuous mentoring along your career progression
• Active sports, events and social committees across our offices
• 24/7 support available from our Employee Assistance Program
• The opportunity to invest in our growth and success through our Employee Share Plan
• Plus additional local benefits depending on your location

Alter Domus is an Equal Opportunity Employer: Equity Statement

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

(Alter Domus Privacy notice can be reviewed via Alter Domus webpage: https://alterdomus.com/privacy-notice/)