C_SUITE

Managing Director- Global Head of Portfolio Services, Strategic Client, Global Middle Office

State Street Corporation·Posted 1 month ago

Location

All India

Experience

18–22 years

Required Skills

Middle OfficeFund AccountingCustodyClient CommunicationLeadershipInvestment ManagementFinancial ServicesChange ManagementExpense ManagementRisk ManagementComplianceOperational Excellence

About the Role

As an experienced financial services leader with expertise in Middle Office, Fund Accounting, and/or Custody, you will play a crucial role in driving and delivering client outcomes. Your responsibilities will include:

Role Overview: You will be the Global Head of Portfolio Services, ensuring the delivery of service excellence through a unified Global Middle Office Service offering. This involves overseeing client interactions, managing direct and matrix organizations across multiple locations, and ensuring the accuracy of the IBOR on a daily basis. Key Responsibilities: - Interact directly with senior executives and portfolio managers to provide strategic client services

• Manage large organizations across multiple locations to ensure operational efficiency

• Ensure the accuracy of the IBOR and provide subject matter expertise to clients on their investment book of record

• Lead by example to create a high-performing culture and drive consistent service delivery

• Motivate teams to maintain exacting standards of accuracy and timeliness in service delivery

• Proactively manage and reduce operational risk exposure by ensuring a robust control environment

• Optimize the operating model and manage expenses effectively across all profit and loss levers

• Partner with peers and business unit leads to establish a competitive advantage across solutions
Qualifications Required: - 18 years of experience in financial services, with a focus on managing large Investment Management operations
• Functional experience in Middle Office with a strong emphasis on client interactions

• Preferred qualifications include a relevant accounting certification (CPA, chartered accountant) and additional experience in Fund Accounting and Custody

• Demonstrated leadership skills and a track record of achieving financial goals through expense discipline and headcount management

• Experience in change management programs and the ability to execute under challenging circumstances to deliver targeted outcomes

• Cross-cultural awareness and the ability to connect with colleagues globally in a collaborative work environment

• Willingness to travel for business as required
By effectively managing teams, driving service excellence, and optimizing the operating model, you will play a critical role in delivering exceptional client outcomes and ensuring the success of the Global Middle Office. As an experienced financial services leader with expertise in Middle Office, Fund Accounting, and/or Custody, you will play a crucial role in driving and delivering client outcomes. Your responsibilities will include:
Role Overview: You will be the Global Head of Portfolio Services, ensuring the delivery of service excellence through a unified Global Middle Office Service offering. This involves overseeing client interactions, managing direct and matrix organizations across multiple locations, and ensuring the accuracy of the IBOR on a daily basis.
Key Responsibilities: - Interact directly with senior executives and portfolio managers to provide strategic client services
• Manage large organizations across multiple locations to ensure operational efficiency

• Ensure the accuracy of the IBOR and provide subject matter expertise to clients on their investment book of record

• Lead by example to create a high-performing culture and drive consistent service delivery

• Motivate teams to maintain exacting standards of accuracy and timeliness in service delivery

• Proactively manage and reduce operational risk exposure by ensuring a robust control environment

• Optimize the operating model and manage expenses effectively across all profit and loss levers

• Partner with peers and business unit leads to establish a competitive advantage across solutions

Qualifications Required:

• 18 years of experience in financial services, with a focus on managing large Investment Management operations

• Functional experience in Middle Office with a strong emphasis on client interactions

• Preferred qualifications include a relevant accounting certification (CPA, chartered accountant) and additional experience in Fund Accounting and Custody

• Demonstrated leadership skills and a track record of achieving financial goals through expense discipline and headcount management

• Experience in change management programs and the ability to execute under challenging circumstances to deliver targeted outcomes

• Cross-cultural awareness and the ability to connect with colleagues globally in a collaborative work environment

• Willingness to travel for business as required

By effectively managing teams, driving service excellence, and optimizing the operating model, you will play a critical role in delivering exceptional client outcomes and ensuring the success of the Global Middle Office.

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