Portfolio Services Manager

Computershare UK

. Administer and manage moderately complex deals, including actively managed portfolios with daily, time-sensitive activity .

Posted 9/21/2026full-timeUnited StatesMid-LevelSenior💰 $81,000 - $101,250 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex portfolios and client relationships while ensuring accurate and timely processing of trade activities. Proficient in interpreting legal documents and providing training and feedback to junior team members.

Highest-signal resume keywords

Portfolio ManagementClient Relationship ManagementLegal Document InterpretationProcess ImprovementRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ServicesStructured FinanceCorporate TrustMath AptitudeAnalytical SkillsMulti-TaskingOrganizational SkillsMS Excel ProficiencyTime ManagementProblem-Solving

Soft Skills

Verbal CommunicationWritten CommunicationInterpersonal SkillsCustomer Service FocusCritical Thinking

Tools & Technologies

Internal SystemsComputer Applications

Industry Keywords

Account ManagementContract ReviewDeal ClosingUser Acceptance TestingMarket Analysis

About the role

Key responsibilities & impact

Administer and manage moderately complex deals, including actively managed portfolios with daily, time-sensitive activity
Ensure portfolio and trade activity is processed accurately, timely, and according to client instructions and contractual agreements
Update cash and asset positions daily in internal systems and reconcile them with clients
Establish client relationships and serve as the primary point of contact for issues and business needs
Investigate and respond to client inquiries using product knowledge and complex legal-document interpretation
Liaise with deal stakeholders and internal or external parties to resolve trade, funding, asset transaction, and reporting issues
Act as an escalation point for junior Portfolio Services Managers
Review other team members’ work and provide feedback
Train less experienced Portfolio Services Managers on core systems and processes
Assist with contract review and negotiation focused on operational requirements
Participate in closing and setting up new deals according to governing documents and departmental procedures
Recommend process improvements and servicing enhancements
Participate in client, deal, and departmental projects, including system design, user acceptance testing, and implementation
Monitor market changes and translate them into value-adding services
Support risk management in line with risk policy, framework, and appetite
Attend industry conferences and events as needed

Requirements

What you’ll need

5+ years of experience in one or a combination of Corporate Trust, Financial Services, Account Management, or Structured Finance
A four-year degree or military experience may offset one year of required experience
Bachelor’s Degree preferred
Corporate Trust experience preferred
Relationship/Account Management experience preferred
Ability to work independently, make decisions, and instruct others
Excellent verbal, written and interpersonal communication skills
Proficiency in reading and interpreting complex legal documents
Strong math aptitude
Ability to navigate multiple computer systems and applications
Effective organizational, multi-tasking and prioritizing skills
Solid PC skills, including proficiency with MS Excel
Ability to work in a high-pressure and time-sensitive environment
Customer service focus and experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
Critical thinking and problem-solving skills
Strong analytical skills with high attention to detail and accuracy
Experience completing tasks in a timely and efficient manner
Ability to interact with all levels of an organization

Benefits

Comp & perks

Paid parental leave
Flexible working
Paid time off
Observed holidays
Medical, dental and vision plans
401k matching
Ability to set aside salary to purchase company shares
Tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
Short- and long-term disability benefits
Life insurance and supplemental life insurance
Inclusive and caring culture
Experienced colleagues and career growth support