Representative Lead - BPS Middle Office
About The Position
The Representative Lead will lead middle office operations supporting structured finance portfolios, including CLOs, CDOs, syndicated loans, and other complex investment vehicles. The role serves as a key client contact and oversees cash reconciliations, waterfall calculations, compliance testing, and investor reporting while maintaining operational accuracy and service excellence. It focuses on data integrity, risk management, regulatory obligations, and continuous process improvement across portfolio operations. Success is measured by accurate reporting, timely execution of portfolio activities, strong client relationships, regulatory compliance, and scalable operational performance. The position is hybrid in Jacksonville, Florida; Milwaukee, Wisconsin; and Atlanta, Georgia. Remote work is available only in Houston, Texas, and Pittsburgh, Pennsylvania.
Requirements
- Bachelor’s degree in Finance, Business Administration, Accounting, or an equivalent combination of education and relevant experience.
- At least 4 years of experience in structured finance, investment operations, corporate trust services, or middle office functions supporting CLOs, CDOs, syndicated loans, or similar institutional assets.
- Demonstrated expertise in cash reconciliations, transaction processing, waterfall calculations, compliance testing, and investor reporting within structured finance environments.
- Strong knowledge of structured finance products, cash flow mechanics, portfolio servicing, and financial reporting requirements.
- Advanced analytical, problem-solving, and stakeholder management skills, including the ability to identify discrepancies, manage competing priorities, and deliver high-quality client outcomes.
Nice To Haves
- Experience with structured finance and corporate trust administration platforms such as CDO Suite, Wall Street Office (WSO), Solvas, or similar portfolio servicing systems.
- Experience leading teams, mentoring colleagues, or providing operational oversight within investment operations or structured finance environments.
- Advanced Excel and data analysis skills, including financial modeling, reporting automation, and application of regulatory and compliance requirements related to structured finance products.
Responsibilities
- Lead middle office operations for CLO, CDO, and syndicated loan portfolios, ensuring accurate execution, reporting, and client service delivery.
- Oversee cash reconciliations, trade settlements, waterfall calculations, and compliance testing while managing risk and operational controls.
- Serve as the primary client contact, resolve complex issues, strengthen stakeholder relationships, and deliver timely investor and financial reporting.
- Drive operational excellence through process improvements, root cause analysis, automation initiatives, and team leadership support.
Benefits
- Opportunities to make an impact in fintech
- Internal career growth opportunities
- Personal and professional learning
- Inclusive, diverse work environment
- Resources to give back to your community
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What This Job Offers
Job Type
Full-time
Career Level
Senior
