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Run CLO compliance and waterfall models, prepare draft periodic reports, liaise with clients to agree test results, resolve basic modeling and data issues, coordinate between Position Servicing and Client Service Managers, and incorporate client/auditor feedback into reporting.

Support buy- and sell-side clients with collateral onboarding, account setup, KYC/AML due diligence, and new account openings. Provide project management support for onboarding activities, execute smaller onboarding initiatives, ensure documentation accuracy, communicate requirements, and deliver client training to achieve efficient, compliant client transitions.

Process and verify transactions, ensure compliance, resolve discrepancies, maintain client records, identify improvements, and support service delivery goals, requiring strong analytical skills.

Run CLO compliance and waterfall models, prepare draft periodic reports, liaise with clients to agree test results, resolve basic modeling and data issues, and coordinate between Position Servicing, Analytics, and Client Service Managers.

Lead product strategy and development for POM offerings, drive product lifecycle management, collaborate with cross-functional teams for product launches, analyze market and client feedback to identify growth opportunities, ensure regulatory compliance and governance, and build client and partner relationships to promote adoption.

Lead client operations and reporting team to improve service delivery, streamline processes, ensure accurate client reporting, monitor performance metrics, manage key client relationships, and maintain regulatory compliance and operational risk standards.

As a Product Owner, you'll analyze deposit components, collaborate with teams to meet business needs, prioritize work, assess user experience, and foster agile practices.

Lead and improve client operations and reporting for Integrated Middle Office Solutions. Develop strategies to enhance service delivery, streamline processes, ensure timely and accurate client reporting, act as primary client contact, monitor performance metrics, and maintain regulatory compliance and risk management.

Process, monitor, research, and analyze transactions; resolve complex inquiries; perform custodian reconciliations, portfolio valuation, NAV and account-level pricing, monthly accounting close, cash projections, statement workflow/validation, trade data maintenance/enrichment, exception handling, and market claims. Coordinate with internal and external stakeholders and provide guidance to junior Middle Office staff.

Manage ethics intake, case administration and employee conflicts of interest; produce reports and dashboards for leadership and audit; support policy, controls, process improvements and AI-enabled tools to improve consistency and efficiency.