Job Title

VP Middle Office Operations

Position Location


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


  • 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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