Senior Portfolio Manager

3 semanas atrás

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

We are seeking a highly motivated and experienced professional to join our Client Services team as a Senior Portfolio Manager. In this role, you will be responsible for managing a portfolio of client structured finance entities, 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 and 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 periodic management accounts and financial statements to required standard and deadlines.
  • Preparing accounting memos on topics such as going concern, impairment, and reviewing transaction documents to ensure adherence to any requirements stipulated therein.
  • 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, and CRS, and 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, and 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, 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

We offer a genuinely unique opportunity to be part of an expanding large global business, competitive remuneration commensurate with skills and experience, and 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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