Portfolio Governance Specialist
2 weeks ago
About the Role
We are seeking a highly skilled and motivated Portfolio Governance Specialist to join our team in Portfolio Administration. The successful candidate will be responsible for the governance and oversight of daily Reconciliation activities, interacting with AB Sales, Portfolio Management teams, Auditors, and Custodian banks.
Key Responsibilities
- Daily monitoring and evidencing of oversight controls related to reconciliation.
- Working collaboratively with internal and external stakeholders.
- Participation in firm initiatives and working groups.
- Participation in internal/external audit best practice discussions
- Managing vendor relationships and building service delivery benchmarks
- Leading automations and efficiency projects
What You Will Learn
This role offers the opportunity to learn about various products offered by AB and the differences amongst them. You will also have significant contact with the front and middle offices, as well as external clients, making this a demanding and rewarding position. Our goal is to develop this individual into strategic leadership.
Requirements
The ideal candidate should have a bachelor's degree in finance, Economics, Accounting, or another relevant discipline. Experience in business operations, working with a team, and meeting time-sensitive deadlines is also required.
Skills and Knowledge
Our Portfolio Governance Specialists typically have track records of outstanding professional performance or academic achievement, along with excellent analytical skills, financial skills, technical skills, and strong communication skills. They should be able to work and manage in a collaborative environment and present results to both expert and non-expert audiences.
Special Knowledge
The candidate should be outgoing, work well in a team setting, and handle changes with a positive outlook. Knowledge of strategic outsourcing relationships is preferred.
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