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Tier-1 brand, mid-level generalist role, metro location, and broad skillset attract many qualified applicants.
Role requires finance-specific middle-office and reference-data expertise, limiting cross-industry transferability.
Explicit 3+ years and required middle-office finance experience in a regulated Tier-1 firm increase screening rigor.
Manage Broker Set Up and Corporate Action Fund Set Up activities to maintain accurate reference data supporting trade processing and corporate action servicing.
Process, review, and prioritize daily requests ensuring compliance with service-level agreements and quality standards; escalate operational or client-impacting issues.
Support client onboarding, conversions, coordinate reference-data updates, perform quality reviews, investigate exceptions, and identify process automation opportunities.
Bachelor’s degree in Finance, Commerce, Accounting, Business Administration, Economics, or related discipline.
3+ years of relevant financial services experience in Broker Set Up, Reference Data, Corporate Actions, Middle Office Operations, Client Onboarding, or Asset Servicing.
Proficiency in Microsoft Excel; working knowledge of Power BI preferred.
Work Experience Required: Minimum 3+ years in relevant financial services roles.
Experienced in supporting complex reference-data requests and client onboarding in middle-office or asset servicing environments.
Familiar with operational risk, controls, governance, and escalation processes in financial services operations.
Able to manage multiple priorities, drive process improvements and support junior team members in a collaborative, detail-oriented setting.