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Strong global brand, mid-level generalist role, and broad operational skills increase candidate competition.
Middle-office broker and reference-data expertise is highly domain-specific and not easily transferable across industries.
Explicit 7+ years, supervisory requirement, and mandatory domain expertise create stringent filtering criteria.
Lead daily operations of Broker Set Up and Corporate Action Fund Set Up teams, ensuring service-level agreements and quality standards are met.
Manage creation and maintenance of broker records, fund data, and corporate action fund details to support middle-office trade processing.
Drive process improvements, automation, risk controls, and collaborate with global stakeholders to support client onboarding, conversions, and operational resilience.
7+ years of financial services experience with at least 2 years in supervisory or people management roles.
Experience in Broker Set Up, Reference Data, Corporate Actions, Middle Office Operations, Client Onboarding, or Asset Servicing.
Bachelor’s degree in Finance, Commerce, Accounting, Business Administration, Economics, or related discipline.
Proficiency in Microsoft Excel and Power BI; knowledge of Power Query, Power Automate, or similar automation tools preferred.
Experienced leader skilled in managing operational teams and escalating client-impacting issues effectively.
Strong background in middle-office operations related to broker and fund setup, with a focus on risk management and data accuracy.
Capable of driving operational improvements using automation and analytics within complex, global financial services environments.