Investment Implementation Services Team Lead

ResponsibilitiesSupervise day-to-day operations to ensure the team meets and exceeds company standards for performance and productivity
Lead day-to-day liaison with Middle Office outsource provider
Oversight of daily order management/trade execution and all aspects of daily trading including trade communication and reconciliation
Oversee daily monitoring, analysis and oversight of outsource provider’s recording of client custodian cash positions to ensure that they are captured for:trading
liability calculations
cash requirementsSign‑off on daily cash and trade packages
Act as the first point of contact for resolving team or client‑related issues, ensuring timely and satisfactory resolutions
Analyze reconciliations of client custodian holdings to third‑party vendor systems
Coordinate and oversight of client monthly holding reconciliations
Collaborate with other departments to ensure cross‑functional alignment and smooth operations
Review sub‑advisor and cu...