Careers

Job Title

VP Middle Office Operations

Position Location

Milwaukee

Position Description

The VP Middle Office Operations is an excellent opportunity for an individual with strong process improvement skills to continue a career in the investment management and trading industry. The VP Middle Office Operations will help oversee the day-to-day processes of the Middle Office Department in our fast-paced environment. 

Responsibilities include, but are not limited to:

  • Oversee the daily operations and processes of the middle office department
  • Onboarding and maintaining client accounts, broker/counterparty accounts, exchange memberships and market/instrument types
  • Maintaining commission schedules, client trading levels, and security master data
  • Learn and understand existing processes and procedures as well as create new processes from scratch
  • Make staffing resource recommendations and in collaboration with human resources, participate in the recruitment process for identified future growth within the team

Qualifications:

  • Bachelor’s degree with emphasis in Business, Accounting, Finance or other related area
  • 7+ years related industry experience to include knowledge and design/implementation of operational procedures and projects
  • Strong organization skills with the ability to independently set priorities and handle multiple assignments within deadlines
  • Creative and flexible in solving problems with new technology, new processes, and/or new practices that improve operations
  • Proven ability to be responsive to changing business needs, manage and prioritize concurrent assignments and handle ambiguity
  • Advanced knowledge of Microsoft Excel. SQL knowledge is a plus
  • Experience with investment accounting and/or futures is preferred

What You’ll Need to be Successful:

  • A highly motivated, self-starter personality
  • Strong analytical and problem solving skills
  • Hands on approach to learning existing processes and procedures, and to creating new processes
  • Ability to handle ambiguity
  • Excellent, organizational, prioritization and process improvement skills
  • Ability to multi-task and effectively handle competing priorities
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