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About the Role
Serves as a key liaison among investment teams, brokers, custodian banks, clients, and internal business partners to ensure accurate trade execution, settlement, and lifecycle event management. Oversees the firm's outsourced middle office service provider, monitors service delivery, manages escalations, and drives timely resolution of operational issues. Supports account lifecycle events, new business initiatives, and regulatory requirements. Focuses on identifying and implementing automation opportunities, process enhancements, and operational efficiencies.
Responsibilities
- Provide oversight of outsourced middle office operations, monitoring service delivery, managing operational escalations, and coordinating timely resolution of issues.
- Serve as a primary liaison among investment teams, traders, clients, internal business partners, and the outsourced middle office provider.
- Partner with portfolio managers, traders, operations teams, technology teams, and external service providers to resolve complex post-trade processing, reconciliation, and settlement issues.
- Support client account lifecycle events, including account openings, closures, mandate changes, onboarding activities, and other operational requirements associated with new business initiatives.
- Ensure issues affecting successful settlement, client servicing, regulatory reporting, or operational risk are identified, escalated, and resolved in a timely manner.
- Identify opportunities to enhance operational processes through automation, workflow redesign, and technology-driven solutions that improve efficiency, scalability, risk mitigation, and service quality.
Requirements
- Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions.
- Strong interest in developing knowledge of the asset management industry, financial markets, and investment operations.
- Intermediate Microsoft Office (Word, Excel, and Outlook) skills.
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
- Strong attention to detail and accuracy skills.
- Ability to learn and assimilate information from multiple people and sources.
- Effective organizational, multi-tasking, and prioritizing skills.
- Ability to work in a fast-paced deadline driven environment.
- Ability to work independently and collaboratively in a cross-functional environment.
- 0-2 years of institutional investment, securities settlement/investment operations experience, or securities trading experience.
- Working knowledge of buy-side equity securities settlement, financial instruments and markets.
- Excellent organizational skills and the ability to make quick and accurate decisions.
- Ability to interact effectively with peers and external parties in a fast-paced, high-risk environment and under extreme deadline pressure.
- Demonstrated ability to leverage AI and emerging technologies to identify process improvement opportunities, increase efficiency, and reduce operational risk.
- Applicants must be legally authorized to work in The United States without sponsorship now or in the future.
Skills
- Microsoft Office (Word, Excel, and Outlook)
- AI and emerging technologies
Location
- Milwaukee, WI
- London, UK
Work Type
- Hybrid
- 4 days per week in-office
Experience Level
- 0-2 years
Education Level
- BA/BS or related work experience
Salary/Compensations
- $65,000 - $75,000
Benefits
- Participation in an incentive program linked to performance (e.g., annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)
About the Company
- We are an Equal Opportunity/Affirmative Action Employer.
Equal Opportunity
- We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.