Role details

Middle Office Manager

Edinburgh   •  Permanent

Bullet points

  • Middle Office Manger
  • Edinburgh, Financial Services

About Our Client

Client is a leading Financial Services firm based in Edinburgh.

Job Description

Key Responsibilities of Middle Office Manager

  • Be a primary point of contact for a single or multiple client/s within the segment. Depending on the specific client this role may report into a Middle Office Client Lead.
  • Building a stable relationship with the client to support key interactions and seamless escalation.
  • Represent the business across all service and change discussions for Fund accounting, Fin Reporting, and Taxation.
  • Where required manage directly a team of professionals that work within the Middle Office segment
  • Be integral to the build out and continuous development of the new Middle Office model within Fund Services in EMEA
  • Ensure that the service quality that is delivered to clients is of an excellent standard
  • Build out a progressive approach to improving the quality of service delivered to the client.
  • Support the Co-ordination and delivery of all key service reviews with the client.
  • Support Snr Mgt with appropriate escalation of all issues, service updates, and progress updates for the client.
  • Maintaining an excellent and interactive relationship with internal partners inclusive of Client Service, Sales, Technology, Solutions, Custody and Prod development.
  • Supporting the global operations teams to deliver a quality product through efficient issue resolution, proactive client engagement, and effective deliverable planning (examples).
  • Be an active participant on key initiatives driven by the Middle Office Management Team

Key Responsibilities of the Middle Office Team

  • Primary client facing subject matter expert for service delivery impacting matters
  • Maintains governance and responsibility for operational process
  • Pre-empt (where possible) and manage/resolve service issues and ensure timely communication to the client (and to Client Service where relationship impacting matter)
  • Identify and work towards opportunities to improve client behaviour and effectiveness and efficiency of operational processes
  • Ensure regulatory requirements requiring changes to operational process are met
  • Support client training requirements including maximising self service opportunities
  • Ensure awareness of clients overall CIB operating model to present connected front to the client
  • Own required processing to fully resolve inquiries consistent with client SLA

The Successful Applicant

Middle Office Manager



  • A strong sense of ownership and responsibility
  • Proven supervisory experience (121s, objective setting, reviewing work)
  • Proven client facing skills
  • Ability to work across products (FA, FR, TA, Tax, IO, Perf). Key attribute will be ability to be informed of detail across the product set.
  • Drive results through leadership, people, communication and influence
  • Comfortable with change, ambiguity, debate, conflict and informed risk taking
  • Multi-tasker who can manage multiple streams of work concurrently
  • Balance commercial mindset with Operational capacity and capability.
  • Willingness to make decisions, while ensuring buy in from stakeholders. Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be executed from an operations perspective

Required Experience:

  • Solid experience in Operations or Client Service management
  • Strong evidence of organisational and time management skills
  • Ability to interact efficiently with Clients and effectively manage client expectations
  • Business Knowledge: Strong Product & Business Knowledge
  • Change Agenda: Ability to manage change agenda with conflicting priorities.
  • Keen understanding of the control infrastructure within Fund Accounting
  • Leadership: Drives teams forward with support from Mgt team
  • Strong written and verbal communication skills with complimentary presentation skills.
  • Ability to produce clear, concise, relevant and accurate documentation
  • Results driven - comfortable working across all levels of the organisation and bringing teams together to achieve results

What's on Offer

Competitive based on experience

Apply for this job

Click the Apply or LinkedIn button below or contact Camilla Hadland on +44 131 243 2917 quoting job reference 13714105
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