We are a global financial technology firm that solves complex data-driven challenges faced by some of the world’s most sophisticated financial institutions. We continually innovate our platform and capabilities to meet tomorrow’s challenges, anticipate the risks our clients encounter, and design advanced solutions to help them achieve transformational business outcomes.

Financial technology is a high-growth industry as change and innovation continue to disrupt the status quo and prompt major transformation. We are at a particularly interesting time in our own growth as we look to leverage our successfully established market position and expand operations in pursuit of strategic new business opportunities.

We value intellectual curiosity, proactive ownership, and collaboration with colleagues, and we empower you to meaningfully contribute from day one and accelerate your professional development.

Your team

The Middle Office group is a part of the larger FinOp department and is responsible for securities and transaction Management across all asset classes. The group ensures that all client transactions are booked into our platform, and any exception is addressed actively. The group is also responsible for Asset Servicing (coupons, paydowns, expiries, etc.) and Corporate Action management across various financial instruments.

The group also works on managing the Reference and Static data on our platform. The group members collaborate with multiple internal and external stakeholders to ensure that all transaction and security data on our platform results in correct and expected PnL.

What You'll Do 

• 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.

 What You Will Need

• 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.