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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading Middle Office operations, ensuring compliance with service level agreements and FCC regulations, while driving process improvements to enhance team efficiency and reduce financial exposure.
Highest-signal resume keywords
Middle Office Operations LeadershipAccounting Support ExperienceProcess Improvement ImplementationMutual Fund Industry KnowledgeTeam Supervision and Direction
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Industry Keywords
Fund Data TrackingEscalated Problem ResolutionError ReportingAudit Exposure ReductionFinancial ComplianceService Level AgreementsTeam Efficiency ImprovementMutual Fund Background3-5 Years Work ExperienceHigh School Diploma or Equivalent
About the role
Key responsibilities & impact- Serve as a lead for day-to-day operations of a Middle Office support team, providing work direction and technical assistance on complex matters.
- Lead daily activities of a Middle Office support team servicing multiple funds and resolve escalated problems during accounting and reporting cycles.
- Supervise tracking of fund data and trades, maintain records, and establish processes to improve team efficiency and support.
- Search for fail points in processes, produce error reports for clients, and help ensure compliance with service level agreements and FCC regulations.
- Assist in identifying and implementing process improvements to reduce audit and financial exposure.
- Supervise a team of Middle Office support staff and support team objectives.
Requirements
What you’ll need- High school/secondary school or the equivalent combination of education and experience is required.
- Bachelor’s degree is a plus.
- Mutual fund industry background is preferred.
- 3–5 years of total work experience is preferred.
- Experience in accounting support or the mutual fund industry is preferred.
Benefits
Comp & perks- Health insurance
- 401(k) plan
- Paid volunteer time
- Paid leaves including vacation and sick time
- Access to flexible global resources and tools for your life’s journey
