Senior Portfolio Manager

3 semanas atrás

São Paulo, São Paulo, Brasil Apex Group Tempo inteiro
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Senior Portfolio Manager. As a key member of our Client Services team, you will be responsible for managing a portfolio of client structured finance entities, ensuring high levels of service delivery and technical expertise.

Key Responsibilities
  • Oversee client deliverables within the portfolio to ensure adherence to corporate service agreements.
  • Act as primary point of contact for operations issue resolution and internal technical lead for the client portfolio.
  • Work closely with offshore servicing teams to ensure a high-quality and coordinated service is delivered to client relationships.
  • Review periodic management accounts and financial statements to required standard and deadlines.
  • Prepare accounting memos on topics such as going concern, impairment, and review transaction documents for adherence to requirements.
  • Liaise with auditors to plan the annual audit and manage the audit query process.
  • Prepare periodic tax and compliance returns, including VAT, DAC6, CBC, FATCA, and CRS, and liaise with tax advisors.
  • Ensure client compliance with regulatory obligations, including MAR, AML, and EMIR.
  • Attend and present at board meetings, drafting related board papers and minutes.
  • Manage the on-boarding of new client entities from a client services perspective.
  • Coordinate with the Business Development team to identify and follow up on business opportunities.
  • Share information and provide training, guidance, and assistance to other team members as required.
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 a fast-paced, complex, and dynamic work environment.
  • Excellent interpersonal, communication, and relationship management skills.
  • Knowledge of corporate governance, relevant local laws, and regulatory requirements is a distinct advantage.
What We Offer
  • A unique opportunity to be part of an expanding large global business.
  • Competitive remuneration commensurate with skills and experience.
  • Training and development opportunities.

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 is 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.

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