Lead Representative Supervisor Middle Office
Wrocław Lead Representative Supervisor Middle Office
Wrocław
NR REF.: 1126209
Your new company
Global financial services company focused on helping clients manage and service their financial assets, operating in 35 countries and serving more than 100 markets. A leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team.
Your new role
What you'll need to succeed
What you'll get in return
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Wrocław
NR REF.: 1126209
Your new company
Global financial services company focused on helping clients manage and service their financial assets, operating in 35 countries and serving more than 100 markets. A leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team.
Your new role
- Serves as a lead for the day-to-day operations of a Middle Office support team, providing work direction and technical assistance on complex matters.
- Leads the daily activities of a Middle Office support team servicing multiple funds.
- Reviews data and assists in resolving escalated problems that may arise during the normal daily, weekly or monthly accounting and reporting.
- Supervises the tracking of fund data and trades, as well as the maintenance of records.
- Establishes data maintenance and summarization processes and procedures to improve team efficiency and best support the Middle Office support team.
- Searches for fail points in processes and provides error reports to clients in compliance with established service level agreements.
- Reviews error reports from more junior team members and provides feedback.
- Ensures error reports from support staff comply with service level agreements before they are shared with Middle Office teams.
- Escalates external errors. Correction of internal errors is at the discretion of the client.
- Reviews for exceptions. If exceptions are found, confirms that internal and client procedures were followed, processing was on time and in line with FCC regulations and no unnecessary steps were taken.
- Checks exceptions identified by more junior level team members.
- Dictates how support team handles incorrectly managed exceptions and enforces adherence to procedures.
- Leads team in preparing system-generated reports.
- Sets standards for teams report output to be shared with client teams.
- Coordinates review of reports and the sharing of reports with Middle Office teams.
- Reviews work of junior team members.
- Assists in identifying and implementing process improvements to reduce audit and financial exposure and improve team efficiency.
- Supervises a team of Middle Office support staff.
- May be responsible for specific supervisory review and approval actions.
- Supports the achievement of team objectives.
What you'll need to succeed
- Equivalent combination of education and experience is required.
- Mutual fund industry background preferred but not necessary
- 3-5 years of total work experience, preferable in a corporate environment.
- Supervising / team leading experience would be an asset.
- Highly developed interpersonal skills
- Business orientation
- Fluent English
- Readiness to work under time pressure
- Motivation to gain new knowledge
- Organizational skills
What you'll get in return
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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