Senior Portfolio Manager

1 semana atrás

São Paulo, São Paulo, Brasil Apex Group Tempo inteiro

About the Role

We are seeking a highly motivated Senior Portfolio Manager to join our Client Services team at Apex Group. As a key member of our team, you will be responsible for managing one of our client structured finance portfolios, ensuring high levels of service delivery and acting as a primary point of contact for operations issue resolution.

Key Responsibilities

  • Oversight of client deliverables within the client portfolio to ensure adherence to corporate service agreement.
  • Ensuring high levels of service delivery including acting as a primary point of contact for operations issue resolution. Acting as the internal technical lead for the client portfolio.
  • Working closely with offshore servicing teams to ensure a high quality and supremely coordinated service is delivered to client relationships.
  • Reviewing of periodic management accounts and financial statements to required standard and deadlines.
  • Preparing accounting memos on such topics as going concern, impairment etc.
  • Reviewing transaction documents to ensure adherence to any requirements stipulated therein and extracting relevant data for the preparation of the financial reporting deliverables.
  • Liaison with auditors to plan the annual audit and manage the audit query process to ensure timely completion within client and/or statutory deadlines.
  • Preparation of periodic tax and compliance returns e.g., VAT returns, DAC6, CBC, FATCA, CRS. Liaison with the tax advisors to ensure corporation tax filings and payments submitted within statutory deadlines.
  • Ensuring client fully compliant with other regulatory obligations e.g., MAR, AML, EMIR.
  • Attending and presenting at board meetings and drafting related board papers and minutes
  • Managing the on-boarding of new client entities from a client services perspective.
  • Coordinating with our Business Development team in identifying and following up on business opportunities and the development of our services.
  • Sharing information and providing training, guidance, advice, and assistance to other team members as required.
  • Ad-hoc project work, as required, including the assessment of new legislation relevant to client SPV's.
  • Understanding and speaking knowledgably about Apex Group services and its values.

Requirements

  • Typically, 2-3 years industry experience
  • Qualified Accountant
  • Expert knowledge of IFRS and GAAP
  • Ability to work on own initiative and take full ownership of client portfolio
  • Ability to work effectively in fast paced, complex and dynamic work environment
  • Excellent interpersonal, communication and relationship management skills
  • Knowledge of corporate governance, relevant local laws and regulatory requirements would be a distinct advantage.
  • Please submit your resume in English

What We Offer

  • A genuinely unique opportunity to be part of an expanding large global business;
  • Competitive remuneration commensurate with skills and experience;
  • Training and development opportunities

About Us

We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/

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