Middle Office Manager Resume Sample
Bailee Collins
27519 Laurine Prairie,
Philadelphia,
PA
+1 (555) 596 2122
Work Experience
Middle Office Manager
09/2016
-
PRESENT
Phoenix, AZ
- Is responsible for and Administrators, Senior Administrators and Supervisors in a group,
- Works with Supervisors to develop staff through effective communication, delegation, motivation, mentoring, coaching and other techniques,
- Manages overtime requirements and staff availability during holiday and other peak periods,
- Ensures staff have clear objectives and up to date job descriptions relevant to their current role,
- Is responsible for prompt identification, escalation and resolution of any performance issues within the team,
- Identifies and communicates new staffing requirements to line-management,
- Is responsible for assisting with recruitment and completion of staff performance & development plans,
- Is responsible for continuous development and mentoring of staff
VP Prime Finance Middle Office Manager
04/2012
-
06/2016
New York, NY
- Arranges regular tests to identify any operational inconsistencies from agreed checklists, controls, guidelines and written procedures
- Works with line-management on ad-hoc projects and initiatives to ensure agreed client service levels are met
- Highly analytical with a good understanding of different financial products, front-to-back operational processes and ability to grasp concepts, different booking models, process workflows and IT architecture
- Highly motivated; a strong team leader as well as a collegiate team player who can partner across other functions, regions and businesses
- Managing the regulatory reporting requirements as outlined by local authorities (ASIC) for the bank
- Experience / knowledge on ASIC regulatory reporting highly desirable
- High visibility role requiring senior interaction within Citi and our clients
- Client visibility broadens exposure to the wider commercial aspects of the business
- Opportunity to work in a dynamic and growing business with significant potential for future growth
Asset & Wealth Management Managed Solutions Middle Office Manager VP
09/2009
-
01/2012
Houston, TX
- Influence the future structure of the change operation and assist with integration of existing and new clients
- Handle SME Financing Guarantee Scheme "SFGS" related work and reporting
- Assist in Covenants related management reporting works
- Assist in supporting global systems implementation/ enhancement projects
- Account Opening & Static Data Amendments - Checks and validation including approval of low/medium risk account packs , pre and post entry onto the systems
- Post Account Opening procedures – Ensure permanent documents are correctly archived. Ensure CRMs follow bank procedures post account opening. Confirm Welcome Letters have been sent out to new clients
- Periodic Client Review (PCR) - Monitoring and administration to include providing MI to the FO management
- Management information production (MIS) - Produce control related MIS. TCF MIS Collation for dashboard reports. Produce monthly dashboard identifying issues identified by MO activity
Education
California State University, San Bernardino - Palm Desert Campus
2005 - 2009
Bachelor's Degree in Management
Professional Skills
- Validate timely confirmation of all trades with counterparties on trade date and no later than trade date + 1
- Reconciliation for all trades thru all systems as well as end of day inventory balancing
- Ensure management is aware of irregularities in the processing, as well as adherence to the fail reports and notification of short positions
- Advise Client On-Boarding of any sub-accounts that need to be opened in order for a trade to be settled correctly
- Maintain close communication with the Trading and Sales Team in New York and the OSJ offices in Houston and Birmingham
- Serve as the team back up (vacations, sick days, training)
- Responsible for the review and approval of user profiles for new and existing employees
How to write Middle Office Manager Resume
Middle Office Manager role is responsible for reporting, planning, architecture, equities, trading, credit, lending, inventory, accounting, reconciliations.
To write great resume for middle office manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Middle Office Manager Resume
The section contact information is important in your middle office manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Middle Office Manager Resume
The section work experience is an essential part of your middle office manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous middle office manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular middle office manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Middle Office Manager resume experience can include:
- Payment validation (including internal transfers) - Ensure all payments are made in accordance with the bank’s own policies and procedures
- Good knowledge of the Credit and Trade businesses
- Strong knowledge of Microsoft office suite ( Excel, Power Point, Access, Word)
- Meeting all leadership standards at the level of manager of managers
- Timesheet monitoring and eLearning monitoring
- Tax Reporting – establish an Operational centre of excellence for tax reporting inc FATCA/CRS/QI/HMRC
Education on a Middle Office Manager Resume
Make sure to make education a priority on your middle office manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your middle office manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Middle Office Manager Resume
When listing skills on your middle office manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical middle office manager skills:
- Analytical and persuasive,Excellent written/verbal communication and good interpersonal skills
- Previous supervisory experience,Problem solving and investigative skills
- Excellent teamwork, interpersonal, oral and written communication skills,
- Manage operational resources effectively to meet strategic objectives of the business
- Good problem solving, ability to think clearly and concisely in challenging situations
- Computer literacy, highly skilled in the use of spreadsheets, word processing packages,
List of Typical Experience For a Middle Office Manager Resume
1
Experience For VP Prime Finance Middle Office Manager Resume
- Develop knowledge and understanding of Clients base
- Through cross-training on different products and processes gain experience in Firm Financing, Stock lending, Tri-party, and other key processes in the support of Prime Finance
- Develop understanding of key revenue generating aspects and opportunities within Prime Finance Business
List of Typical Skills For a Middle Office Manager Resume
1
Skills For VP Prime Finance Middle Office Manager Resume
- Annual setting of objectives and monitoring progress of the team members
- Assists in analyzing the risk profile of the portfolio including
- Fees and Conditions - Ensure fees are correctly set-up at account opening, and that periodic fee processes are run and managed accurately and efficiently
- Direct accountability for the communication, resolution and/or escalation of all trade issues with Front office, Middle office and Back office
- Control and monitor trades from the Front office (TOMS Bloomberg) system to ensure that they flow through to the back office system (Broadridge/Impact)
- Allocate all USD trades thru CTM or Global Oasis and assure all MUNIs report to the MSRB on timely basis as a backup function
- Ensure the appropriate delegation of REPO transactions to assure timely settlement
- Responsible for monthly stats report to illustrate trade volumes on a month to month basis
- Manage the implementation of any new product lines that coincide with the operational processes of the middle office
2
Skills For AM Global Real Assets Middle Office Manager Resume
- Responsible for monthly or quarterly report card with performance metrics for senior management
- Work on efficiency projects as directed by the Head of NY and BSI Operations
- Review and approve cash movements (internal and external payments)
- Provide Front Office and customer support as needed
- To deliver “superior” customer service by driving operational performance, (meeting SLAs, reducing cost, driving operational efficiency and reducing operational risks)
- Maintain and improve the delivery of “superior” customer service by actively driving operational performance, (meeting SLAs, reducing cost, driving operational efficiency and reducing operational risks)
- To ensure “Knowledge retention” in the process by continuously developing and training staff and ensure there is a successful framework of career progression plan in place
- Prior Middle Office/Control function experience -5 years in a similar role
- Experience in an operations function at a hedge fund, investment manager, or other financial services firm
3
Skills For Asset & Wealth Management Managed Solutions Middle Office Manager VP Resume
- Ensure all transactions are processed within the appropriate Sanctions and Financial Crime Risks frameworks
- Technical knowledge how financial instruments work - both listed and unlisted
- An in-depth technical knowledge of middle office and/or back office procedures gained within a cross-product operations role would be beneficial,
- Dependability, flexibility and the ability to lead by example,
- 3RD Party Supplier management
- Execute advances and issuance of trade instruments of a most complex nature by reviewing customer requests and loan authorizations and analyzing reported collateral amounts and loan and trade facility balances. Reconcile collateral and payment activity
4
Skills For RF Middle Office Manager Resume
- Complete monthly reviews of reported collateral information for most complex loans; apply credit approval terms to verify and calculate eligible and ineligible collateral
- Review and identify concentrations and trends, informing lending personnel as required. Review customer borrowing base certificate, systems and trial balances reconciling to Company loan systems
- Complete and evaluate independent confirmations of customer accounts receivable; work closely with Relationship Managers to identify pertinent issues and determine proper course of action
- Serve as liaison between the customer and other internal and external sources as required to properly extend service, while managing risk associated with revolving asset-based lines of credit. Identify cross-sell opportunities
- Day to day prioritization of BAU tasks and project work
- Strong self motivation and initiative to influence the Operations agenda
- Administrate and enforce standard Bank procedures and processes for the team,Prioritize the teams work,Liaise with Credit Risk,Liaise with the GTB Front Office
5
Skills For Trade Middle Office Manager Resume
- Client Service and Relationship Building
- General management of the GTB Middle Office team
- Develop and formalize the procedures and responsibilities of the team
- Improve and document the processes wherever possible
- Supervision of interns as and when they are allocated
6
Skills For Cib-brazil Equities Middle Office Manager Resume
- First point of escalation for the GTB Front Office personnel on day to day issues
- Assist the GTB front office personnel in the preparation of presentations, budget planning and other regular or project tasks, including monthly revenue vs budget, Metrics and CNL reporting
- To support Front and Back Office in mitigating operational risk by monitoring adherence to Bank policy and procedure for operational processes
- Coordinate with GTB clients to book loans or to issue SBLCs in order to maximize the utilization of existing approved uncommitted credit limits
- Coordinate with GTB teams globally to close cross-border transactions such as SBLC and discounting of receivables
7
Skills For Senior Trade Middle Office Manager Resume
- Liaison with Credit Risk as and when necessary to help the business complete tasks
- Monitor GTB transactions and coordinate with different business units to ensure deals are booked, processed and allocated correctly
- To act as an interface to facilitate operational processes between Front Offices and Back Office, to improve the integrity and completeness of all the transactions and data flows
- Lead validation of all physical and financial deals to external confirmations in the commodity risk management system
- Lead preparation of daily risk reports and weekly presentation slides for Front Office and Senior Management
- Control and process-improvement oriented to challenge assumptions and understand details behind an issue
8
Skills For Securities Lending Middle Office Manager Resume
- Liaise among local and international teams
- Corporate Action management - Monitor all Corporate Actions to ensure all instructions are received by the deadlines
- Retained Mail - Check to ensure mandates are held for all Retained Mail clients. Ensure that retained mail is kept & despatched in accordance with bank policies and procedures
- Operations Control - Carry out required operational checks for all periodic reports as prescribed in the MO procedures. Check that all audits required are completed in a timely manner. Perform client residency checks (e.g. USA) for E-Banking. Inactive & dormant account monitoring. Deceased client monitoring
- Reconciliations – establish a centre of excellence for reconciliations for the combined business, where the team owns the process, escalations and reporting as an independent unit
- Ensure all client SSI’s are up to date, adhering to Market Best Practise
- Execution/ delivery focused
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