Serves as team superviser / manager for the day-to-day operations of a medium to large-sized Middle Office support team, overseeing work direction and technical assistance on complex matters.
Manages the daily activities of a Middle Office support team servicing multiple funds and aligns team resources accordingly to complete the daily tasks.
Oversees review of data and issue escalations. Serves as first line supervisor for assignment of tasks and resolution of issues.
Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
Ensures the volume of work produced meets product / service standards and exceeds quality standards, and is properly reviewed and documented.
Responsible for ensuring error reports are in compliance with service level agreements. Manages escalation and correction of errors.
Provides oversight on review of exceptions, ensuring all internal, external, and regulatory procedures were followed. Resolves complex, escalated issues from subordinate staff.
Provides product knowledge and technical assistance on moderately complex problems. Acts as the teams initial point of contact for issues requiring escalation.
Instructs, assigns, directs and reviews the work of team members. Prepares performance reviews and provides ongoing feedback to staff.
Supervises / manages a medium to large-sized team of Middle Office Support staff. May be responsible for specific supervisory review and approval actions.
Helps develop and contribute to the achievement of team objectives.
High school / secondary school or the equivalent combination of education and experience is required. Bachelors degree a plus, mutual fund industry background preferred.
5-7 years of technical and / or supervisory experience preferred. Experience in accounting support or the mutual fund industry preferred.