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What is the Specialist - Middle Office Client Services Group responsible for?

• The Middle Office Specialist within Middle Office Client Services Group will be responsible for performing multiple analytical, operational support & client service and support specific tasks. The position will involve project work and technical assistance for Core Operations teams as well as a great deal of Front Office interaction to act as a conduit for all their operational questions. The role requires leadership skills, product knowledge, interpersonal skills and the ability to work well within a team environment. This role also requires strategic thinking and the ability to work issues through with Operations and/or Technology teams.

What are the ongoing responsibilities of a MOCS Specialist?

Client Service Support:

• Act as point of contact to Front Office for all FTS related questions/issues

• Aid global FTS departments on portfolio transactions, valuations, and issues

• Act as point of contact for all Operational questions and issues impacting the Traders and Portfolio Managers

• Liaise with internal and external clients to resolve issues and discrepancies

• Identify issues and track through to resolution

• Provide system support to Front Office

Controls / Metrics:

• Compile & help present Broker metrics

• Compile Front Office statistics

• Track queries and issues for the Front Office

• Design more efficient methods of control

• Compile feedback from GTS to custodians

Process Improvement:

• Take an active part in the testing of new systems/functions

• Participate in the continuing development of the Middle Office Client Services operating model, and help validate proposed ideas/plans prior to implementation

• Identify opportunities within FTS interactions to increase service offerings, improve efficiencies, evolve workflows, and minimize risks.

Risk Management:

• Monitor daily failed and non-completed trades to ensure timely settlement

• Monitor error trends with counterparties & custodians to ensure these are addressed

• Participate in the risk assessment process by documenting failed/inadequate processes lending to an incident or potential incident

On-Boarding:

• Assist with the on-boarding activities for locally managed accounts

• Assist with on boarding on new securities with Securities Maintenance Dept.

• Assist with on setting up new brokerage accounts.

• Support the conversion of any new clients or existing migrations and account level events

Market / Product Knowledge:

• Gain insight to market initiatives, trends and new products and take a proactive approach on the impacts to the organization

• Increase market knowledge by attending Network Management calls

Relationship Management:

• Maintain relationships with portfolio managers and traders and act as conduit for all their operational questions

• Attend Front Office service review meetings

• Ensure that regularly scheduled reports to clients are implemented and delivered.

• Maintain ongoing communication with broker

• Participate in broker review meetings

• Participate in broker performance scoring and reviews with appropriate internal team members and management

• Maintain ongoing communication with Custodian

What ideal qualifications, skills & experience would help someone to be successful?

• Post Graduate or Graduate in a Senior Analyst/Specialist role with minimum of 5 years’ experience in Global Trade Support /Customer fronting, preferably in Mutual Fund and/or with Investment banking related industry   

• Good verbal and written communication skills

• Good customer service, accurate and logical problem-solving skills

• Good presentation skills and ability to interact with all levels of users and management

• Resilient; able to work under pressure and ability to track and deliver assignments on schedule

• Ability to work on multiple deadline orientated tasks in a high energy environment

• Good organizational and time management skills

• Self-motivated

• Market knowledge

• System knowledge (i.e. OMGEO products, MISYS, Charles River & Bloomberg)

• Product knowledge (Fixed Income, Equity, FX and Derivatives)

• Financial Services operational knowledge (Trade Settlements & Support, Corporate Actions, Pricing, Security Master, Proxy)

• Knowledge of business desktop applications (MS Office, Power BI & Alteryx) 

• Research, problem solving and analytical skills, combined with good business judgment and possess the ability to follow set processes and procedures as part and parcel of daily work requirements

• Document and implement controls with current processes

• Good understanding of industry & financial markets and ability to make decisions based upon risk

• Exposure to international operations management and a high degree of cultural awareness is helpful

• Team player: able to work well with other team members and provide the necessary support when and as required

• Resilient; able to work under pressure and ability to track and deliver assignments on schedule

• Good Interpersonal skills; able to work with all levels of staff and Management (both internal & external customers)

Shift Work Timings - Should be flexible with shift timings