Who we are looking for
We are seeking an experienced financial services executive to lead Portfolio Services for a major strategic client within Global Middle Office. The Managing Director will be the senior accountable owner for client outcomes, daily service performance, Investment Book of Record (IBOR) integrity, cash and position readiness, risk and control, operating-model effectiveness, and a large global direct and matrixed organization.

The successful candidate will combine deep investment-operations expertise, executive presence and sound risk judgment with the ability to align Operations, Technology, Product, Data, Risk, Finance and Relationship Management around measurable client outcomes.

Why this role is significant to us
Portfolio Services provides the operational readiness, data integrity and control required for portfolio management, trading, reporting and investment decision-making. This role creates one point of senior accountability across the global service model and ensures service, risk, transformation and commercial priorities are managed as an integrated agenda.





What you will be responsible for

Client ownership and governance
• Own the global client relationship: be accountable for service quality, client experience, executive engagement and delivery against agreed outcomes.
• Lead governance and escalation: run disciplined service and risk forums; assign transparent owners and dates; and lead material service, cash, data, control and technology issues through sustainable closure.
• Represent the client: translate priorities and feedback into coordinated global action while balancing contractual, risk and commercial considerations.

Service delivery and operational excellence
• Own end-to-end delivery: ensure accurate, timely and complete IBOR, position and cash information, including same-day cash forecasting and start-of-day readiness.
• Drive consistent execution: establish common standards, controls, management routines and service measures a

📌 Global Head Of Portfolio Services, Strategic Client, Global Middle Office, Managing Director Mumbai
🏢 State Street
📍 Mumbai