Representative Lead, BPS Middle Office

Overview

This is a full-time experienced position.

This role leads middle office operations supporting structured finance portfolios, such as CLOs, CDOs, and syndicated loans. Serving as a point of contact for clients, you will oversee financial processes, ensure data integrity, and drive service excellence—delivering accurate reporting, managing risk and compliance activities, and improving operational efficiency.

Responsibilities

• Oversee daily middle office operations for assigned client portfolios, ensuring accuracy and timeliness
• Manage cash flows, reconciliations, trade settlements, and waterfall calculations across complex structures
• Act as the primary client contact, resolving operational issues and delivering responsive service
• Produce and review financial and investor reports aligned to client and regulatory requirements
• Conduct compliance testing and monitor covenant and portfolio activity
• Collaborate with internal and external stakeholders to resolve discrepancies and improve workflows
• Lead root cause analysis and implement solutions for complex operational challenges
• Support team leadership activities, including mentoring, performance feedback, and workload planning
• Drive process improvements, automation, and standardization to enhance scalability and efficiency

Requirements

• Bachelor’s degree in finance, business administration, or equivalent practical experience
• Experience in financial services operations supporting structured or institutional assets
• Strong knowledge of structured finance products such as CLOs, CDOs, and syndicated loans
• Proven expertise in cash reconciliations, transaction processing, and financial reporting
• Experience performing waterfall calculations and compliance testing
• Advanced analytical skills with the ability to interpret financial data and identify discrepancies
• Strong stakeholder management skills with the ability to influence and communicate effectively
• Demonstrated ability to manage priorities, solve complex problems, and deliver high-quality outcomes

Preferred Qualifications

• Experience with trust or middle office platforms (e.g., CDO Suite, WSO, Solvas)
• Familiarity with corporate trust securities and alternative investment operations
• Experience leading teams or mentoring junior colleagues
• Advanced Excel or data analysis capabilities, including financial modeling or automation techniques
• Knowledge of regulatory and compliance requirements related to structured finance

Compensation & Benefits

• Competitive salary and benefits
• The pay range for this full-time position is $87,290 - 148,390, reflecting the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Actual starting pay within the range is determined by additional factors, including job-related skills, experience, and relevant education or training. Changes in work location may impact actual individual starting pay.

Additional Information

• For positions located in the US, a conditional offer of employment may require a drug test.
• ADA Disclaimer: For ADA purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation; reasonable accommodation requests are reviewed and evaluated on a case-by-case basis.
• Equal Opportunity Employer: Applicants are evaluated without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics.