Senior Manager – Middle Office

Role Overview

• Lead and own accountability for the team's delivery of daily transaction processing, security master management, reference data integrity, and asset servicing operations across multiple asset classes and clients.
• Drive client onboarding excellence by playing a key role from the Middle Office perspective in transitioning new clients from onboarding teams to steady-state operations on our platform.
• Provide active operational oversight of day-to-day operations and resources, including escalation management, business-as-usual troubleshooting, and setting clear direction and performance goals for team members.
• Execute strategic initiatives by working with Senior Management across NY, India, and local offices to define and implement new automations, prioritize projects, manage client relationships, and oversee client budgets.
• Drive operational improvements by collaborating with investment managers, client-ops teams, and data vendors to resolve day-to-day exceptions and develop strategic initiatives that enhance service delivery.
• Partner with technology teams on platform enhancements by assisting in special projects, developing bespoke reports, creating functional specifications, supporting product implementation, and conducting UAT testing.
• Collaborate cross-functionally with pricing and trade accounting teams to resolve discrepancies, respond to internal queries, and ensure data consistency across the platform.
• Oversee complex security mapping by assisting the team and performing review controls for intricate asset classes, ensuring accurate product setup and lifecycle management.
• Support audit and compliance processes by aiding auditors and fund administrators during audit cycles, providing documentation and analysis as required.

Requirements

• MBA, MSc in Finance, CFA, or any other equivalent qualification
• 10+ years of experience in Middle Office, Corporate Actions, or Investment Operations
• At least 3-4 years in a team leadership or managerial role
• Strong understanding of multiple asset classes (equities, fixed income, derivatives, structured products, etc)
• Experience in security master/reference data management and/or corporate action processing
• Strong analytical, project management, prioritization, problem-solving skills, excellent written and verbal communication, and stakeholder-management capabilities
• Proficiency in MS Office tools
• Hands-on experience in Python and/or VBA would be a big plus
• Hands-on experience with OMS platforms, data vendors, and operational workflow tools
• Expertise in automation, process re-engineering, cross-functional project delivery, and operational transformation.

Tech Stack

• Python
• VBA

Benefits

• Professional development opportunities
• Flexible work arrangements