- Ownership of a suite of client loan portfolio's and act as first point of contact for those clients
- Daily portfolio maintenance through processing lifecycle events and restructurings
- Review and set up of new securities or deals including any relevant attributes
- Provide reporting services to internal and external stakeholders
- Provide reporting and support the client operations team during the valuation cycle
- Position substantiation on a periodic basis for each portfolio
- Provide support to Team and Department management by participation in projects and resolving ad-hoc queries
