Portfolio Services Team Leader - Page Personnel Finance : Job Details

The Portfolio Services Team Leader will oversee a team responsible for maintaining accurate client portfolio records, supporting investment performance and tax reporting. The role combines leadership, operational efficiency, and collaboration to ensure data integrity and team success.

Client Details

The client is a well-established financial services firm focused on providing tailored investment management and advisory solutions. They prioritise client satisfaction, integrity, and a long-term, conservative approach to business. They are looking to add a Portfolio Services Team Leader to their office in the City of London.

Description

• Oversee daily department operations, ensuring accuracy in client portfolio data and processes.
• Manage team development, providing training, support, and fostering well-being.
• Coordinate probate valuations, corporate actions, and maintain portfolio performance data.
• Conduct daily pricing checks, capital gains tax calculations, and liaise with data providers to verify information.
• Document processes for audit purposes and ensure adherence to company policies.

Profile

The ideal Portfolio Services Team Leader will have leadership experience in a financial services environment, demonstrating strong communication, numerical, and organisational skills. They will excel at training and mentoring a team, possess exceptional attention to detail, and thrive in a fast-paced, deadline-driven setting. Adaptability and a commitment to client-centric values are essential.

Job Offer

The successful candidate will join a forward-thinking organisation with a strong reputation in the financial sector. This role offers professional development opportunities, a collaborative work culture, and the chance to make a meaningful impact on team performance and client outcomes.