Supervisor , Portfolio Administration Envestnet Asset Management
THIS JOB HAS EXPIRED Description
POSITION: Supervisor ? Portfolio Administration
LOCATION: Denver, CO
? Directly manages exempt staff. Plans, allocates, and monitors work and makes decisions regarding employment, performance appraisal, training, and related personnel actions.
? Coordinates activities to maximize efficiency and deliver optimal service levels to internal and external clients.
? Assists staff to resolve complex problems.
? Evaluates departmental processes and identifies process improvement opportunities to reduce costs and increase efficiencies.
? Maintains or exceeds quality standards as defined by the department manager.
? Interacts with asset sponsor firms, custodians and other intermediaries regarding services necessary to achieving department and/or organizational objectives.
? Communicates with other supervisors and managers to analyze the feasibility of new products and services.
? Sets, monitors, and reviews department standards for: trade order, execution and confirmation, model management, account analysis, error reporting & resolution
? Communicates policies, goals, plans, and directions to staff through regular team meetings.
? Performs daily duties, including problem resolution, with due consideration of business objectives, service goals, company liability, and regulatory compliance.
? Facilitates the creation and standard for ad hoc trading, error evaluation reports, or any other reports as needed.
? Helps to implement long term strategic business and technology goals.
? Develops procedures to integrate with application development to solve critical business requirements.
? Attends operational status meetings as needed.
? Trains/coaches other support personnel.
? Coordinates the scheduling of time off for adequate staff coverage.
? Monitors and manages scorecard.
? Reviews errors and implements preventative/corrective action processes as needed.
? Travels as necessary to reach objectives.
? Other duties as assigned.
? Bachelor?s degree or equivalent work experience required.
? Must have at least 5-7 years of financial services experience. Prefer at least three (3) years financial services experience in supervision. Equity and mutual fund trading experience desired.
? Must have expert knowledge of the financial services industry.
? Must have a thorough understanding of leadership techniques and principles.
? Basic understanding of quality control methods.
? Must be able to exhibit professionalism and diplomacy and be able to work with a variety of personalities.
? Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure.
? Must be creative, decisive, and able to perform with a high degree of autonomy.
? Must be able to balance customer needs/product profitability when making decisions.
? Must possess strong verbal and written communication skills.
? Must be proficient in Microsoft Word, Excel, and PowerPoint
EQUAL EMPLOYMENT OPPORTUNITY
Envestnet Asset Management is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
||Denver, CO |
THIS JOB HAS EXPIRED