LOCATION: Sacramento, CA or New York, NY WORKPLACE ENVIRONMENT: Hybrid (1-2x a quarter must be in the office) As a Portfolio Services AVP , you will be responsible for producing results of daily accounts review to confirm the health of portfolios for trading, reporting and performance. Under the direction of the VP, monitors assigned accounts for issues associated with cash, settlements, ad-hoc processing, and client reporting and performs pre / post cycle reviews. Expected to work independently to identify exceptions and escalate issues once appropriate research has been completed. This person will be highly regarded with an excellent track record in his or her current environment and must be a strong decisive results-oriented individual who can develop and manage relationships across the company with a wide variety of partners based on trust, teamwork and knowledge.
WHAT YOU WILL BE RESPONSIBLE FOR As Portfolio Services AVP you will:
REQUIREMENTS
Education & Preferred Qualifications
EXCELLENT COMPENSATION:
OTHER EXCEPTIONAL ALTERNATIVE INVESTMENT ACCOUNTING POSITIONS WITH TOP GLOBAL FIRMS ARE ALSO AVAILABLE! CONTACT CYPERUS GROUP TODAY FOR THE FULL LINEUP OF OUR AVAILABLE ROLES.
WWW.CYPERUSGROUP.COM THE CYPERUS GROUP IS A BOUTIQUE EXECUTIVE SEARCH FIRM THAT SPECIALIZES IN THE FINANCIAL SERVICES AND ALTERNATIVE INVESTMENT SECTORS. LET US HELP YOU START THE NEXT CHAPTER IN YOUR CAREER.