Portfolio Services Manager II

Job Description

Location:

Charlotte, NC;
St. Paul, MN;
Columbia, MD; or Houston, TX (Hybrid)

In this position, you'll be based in the selected office for a minimum of three days a week, with the flexibility to work from home for the rest of the week. For more on our flexible work culture, visit

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, governments and institutions.

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. Deal structures typically include esoteric concepts and active portfolio management. Coordination with internal teams, external counsel, and clients in connection with new business opportunities, amendments and terminations may also be required.

• Administer and manage assigned deals, including actively managed portfolios with daily, time‑sensitive activity.
• Ensure portfolio and trade activity is processed accurately, timely and in accordance with client instructions and contractual agreements.
• Ensure cash and asset positions are updated daily within internal systems and tied out with clients.
• Act as primary point of contact for client communication and apply product knowledge to independently investigate and respond to routine client inquiries and requests.
• May assess unique requests and negotiate an agreeable completion timeframe for all stakeholders.
• Liaise with deal stakeholders and internal or external parties to promptly resolve all trade, funding, asset transaction or reporting issues.
• Be competent in core systems and assist with training junior team members and answering questions.

The role will assist with contract review and negotiation, identifying potential risks with operational requirements and proposing mitigating strategies to safeguard the company’s and our clients’ assets.

• 7+ years of experience in 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.
• Corporate Trust experience.
• Relationship/Account Management skills.
• 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, time‑sensitive environment.
• Customer service focus with 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 with excellent attention to detail.
• Ability to interact with all levels of an organization.

Paid parental leave
, flexible working and a caring and inclusive culture.

Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.

Invest in your future with 401(k) matching and tax‑advantaged flexible spending plans, including healthcare, dependent care and commuter.

Income protection – short‑ and long‑term disability benefits, life insurance and supplemental life insurance.

The typical base pay range for this role is $81,000 – $120,000. This base pay is a national average and may not be applicable to all locations.

We're dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. For support with accommodations or adjustments during our recruitment process please visit  for further information.