Portfolio Services Team Leader - eFinancialCareers : Job 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.