The Structured Finance Group is a specialized team of capital markets professionals that provides Advisory services for a critical element of Structured Finance Bond issuance. The Structured Finance Team provides Agreed Upon Procedures (AUP) reports principally for new issue securitizations, however, certain Structured Finance products also require yearly or quarterly AUP reports that create an annuity of revenue throughout the bonds duration. Clients include Investment Banks, Asset Managers, Corporations, and Government Sponsored Entities.
The Structured Products Senior Manager will work with, train, and grow the Aprio Structured Finance Team and establish it as a formidable option for AUP support services. The Structured Finance Senior Manager will be responsible for all aspects of managing the AUP report process from start to finish. The Structured Finance Senior Manager will work closely with Aprio’s Principals, Partners and Managing Directors to network, educate and collaborate in cross selling, identify existing clients that may be candidates for AUP services, and target new clients. The ideal candidate will have deep experience in one or more of the key components of a Structured Products AUP with a nationally recognized accounting firm.
Position Responsibilities:
- Work closely with teammates on all aspects of the AUP report creation and delivery process and coordinate this work with all internal and external parties involved
- Expert in one or more of our AUP products: tape to file, circle ups, cashflow modeling, and payment date reporting
- Assisting Partners, Principals, and Managing Directors with day-to-day operations of practice
- Assist in training and developing junior members of the team to deliver best in class work product
- Manage any aspect, as needed, of a live deal process including customer communication and timing of deliverables
- Help to develop and improve workflow processes including documentation of procedures and workflows to ensure efficient and accurate deliverables
- Contribute and understand/manage firm risk on projects and proposals
- Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish firm objectives
- Work with Partners and Principals to educate about Structured Products and cross sell with existing Aprio Clients
- Attend industry conferences and develop the Aprio brand name
Qualifications:
- Bachelor’s degree required; CPA, MBA or Master’s degree preferred.
- 10+ years of experience in securitization, structured products, or asset management
- Excellent analytical skills and strong attention to detail, financial modeling experience preferred
- Ability to interact with people at all levels of an organization
- Ability to present complex information in a usable format to a diverse audience
- Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice
- Ability to meet tight and changing deadlines
- Limited travel required, including attending industry conferences as needed
- Excellent verbal and written communication skills
- Strong technical background including an in-depth understanding of one or more of the following assets classes: ABS, RMBS, esoteric and similar securitized and structured products