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Middle Office Team Lead
1 week ago
We are seeking an experienced Fund Administration Specialist to lead our Middle Office team in delivering exceptional client service and driving business growth.
The successful candidate will have a strong background in fund operations, with experience in supervising a team, ensuring client deliverables are met, and working closely with clients, investment managers, vendors, and internal teams to resolve day-to-day operational issues.
Key Responsibilities:
- Supervise an operational team responsible for Fund Order Desk activities.
- Ensure all client deliverables are tracked and met in line with internal policies and procedures.
- Liaise with clients, investment managers, vendors, and transfer agents for day-to-day operational issues.
- Work with internal teams to ensure client deliverables are met.
- Participate in implementing system & process enhancements.
To succeed in this role, you will require:
- A minimum of 3 years' experience in the fund services industry, preferably in FoF Custody/Fund Trading/Transfer Agency roles.
- At least 1 year's experience in a supervisory role.
- A developed understanding of the fund administration industry.
- Strong knowledge of fund order execution/settlements, including various fund structures, fund offering documentation completion, investor account opening requirements, and AML & FATCA requirements.
- Experience managing client relationships, with excellent written and verbal communication skills.
