Teams at US Bank

Leads a CLO Deal Administration team overseeing client portfolios, operational deliverables, reconciliations, trade settlements, reporting, risk controls, and service-level performance. Manages onboarding, closings, refinancings, amendments, client relationships, team capacity, succession planning, recruitment, and talent development. Partners across operational and relationship-management teams while driving process optimization, automation, and operating-model improvements.

Maintain regulatory registers and management responsibility maps, advise stakeholders on people-related regulatory requirements, identify compliance gaps, support regulatory change projects, and conduct risk and control reviews. The role also produces management information, reporting, analysis, and process-improvement insights while supporting governance and operational consistency across the Chief Administration Office.

Processes investor subscriptions, redemptions, switches, transfers, payments, and fund transactions. Applies Net Asset Value to investor activity, maintains shareholder registers, completes audit requests, supports month-end reporting, and responds to investor and client inquiries. The role manages relationships with investors, clients, advisors, banks, brokers, and auditors while adhering to procedures, controls, deadlines, and service standards across multiple funds.