Senior Portfolio Manager

1 semana atrás

São Paulo, São Paulo, Brasil Apex Group Tempo inteiro

Job Summary

We are seeking a highly motivated and experienced 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.
  • 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 topics such as going concern, impairment, etc.
  • Reviewing transaction documents to ensure adherence to any requirements stipulated therein and extracting relevant data for the preparation of 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, including VAT returns, DAC6, CBC, FATCA, CRS. Liaison with tax advisors to ensure corporation tax filings and payments submitted within statutory deadlines.
  • Ensuring client compliance with other regulatory obligations, including 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 SPVs.

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 environments.
  • Excellent interpersonal, communication, and relationship management skills.
  • Knowledge of corporate governance, relevant local laws, and regulatory requirements would be a distinct advantage.

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.

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