Portfolio Services Manager II

Location: Hybrid-Columbia, MD

This is a hybrid position primarily based in Columbia, MD.  We’re committed to your flexibility and wellbeing, and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working 

We give you a world of potential  

Computershare Corporate Trust (CCT) is a division within Computershare responsible for providing trustee and sophisticated agency services for private and public companies, investment bankers, asset managers, government agencies and other financial institutions.

Computershare Corporate Trust is built on a foundation of “Trust Makes it Work” – expertise, relationships, and innovation you can trust.   When you join this dynamic team you will enjoy a career, teamwork, flexibility and leadership you can trust to help accelerate your personal and professional goals.   

Computershare Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfil our clients with a best-in-class reputation built on our high-touch approach to client service we are looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.   

Do you bring trusted experience to Computershare Corporate Trust? Do your strengths consist of strong analytical skills with high attention to detail and accuracy, excellent verbal, written, and interpersonal communication skills, ability to independently perform tasks within the Analytics lines of business?  

If you’re a match to those skills and have the passionate drive to be part of something truly amazing, while working on a diverse team and have the willingness to learn multiple tasks, then this is the perfect opportunity for you!    

Within Computershare Corporate Trust, the Portfolio Services Manager II works on our most complex and sophisticated products across the Securities and Loan Services division. Within SLS, the Portfolio Services Manager II is focused on our securities and loan custody products where we provide end to end solutions to manage and support client needs. 

A role you will love 

The Portfolio Services Manager II is responsible for the overall management and administration of moderately complex deals/portfolios which could span multiple clients and products. This role will include working side by side with team members across the securities and loan services team and will also serve as the primary point of contact for client’s requests. Along with the day-to-day production duties, the Portfolio Services Manager II will be involved in leading special projects/analyses as requested.

The Portfolio Services Manager II will establish relationships with the client(s) to understand business needs and serve as the primary point of contact to address and solution for any issues. The Portfolio Services Manager II will recommend process improvements and servicing enhancements to improve efficiency and exceed client expectations. 

The Portfolio Services Manager II ensures compliance with regulatory and risk management policies for all activities, including, but not limited to, deal closings, amendments and terminations.

Some of the key responsibilities for this position may include:

• Maintaining relationships with clients; consulting with clients to identify and define business requirements.
• Collaborating with external clients and internal team members to find appropriate solutions for the client’s unique business needs.
• Support day-to-day activities through procedural-driven approvals and reviews.
• Performing contractual document reviews and negotiating complex legal agreements.
• Ensuring regulatory compliance and risk management policies; coordinates closing activities.
• Monitoring market changes and developments, translating into new value-add services while ensuring stellar customer satisfaction in coordination with team.
• Recommend and implement service enhancements, introduce developments or solutions to meet or exceed customer expectations. 

• Monitor market changes and developments, translating into new value-adding services and ensuring customer satisfaction in coordination with the team. This may require attending industry conferences and events. 

• Proactively support the management of risk, in line with the risk policy, framework and appetite.

 What will you brin