Senior Associate, Middle Office Team Lead

BNY Mellon

$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in Middle Office, IBOR, or related investment operations
  • Strong knowledge of investment products and lifecycle events
  • Solid understanding of operational controls and exception management
  • Demonstrated ability to prioritize and analyze issues in a fast-paced environment
  • Experience in supporting process improvement initiatives
  • Strong analytical and problem-solving skills focused on accuracy and operational resilience.

Responsibilities

  • Lead core Middle Office IBOR reconciliation activities ensuring timely and accurate outputs
  • Own and resolve complex exceptions and drive continuous improvement
  • Collaborate with internal teams to support change initiatives and platform enhancements
  • Identify improvements for scalability and standardization through optimization
  • Contribute to a solid control environment by managing risks and compliance
  • Guide fellow team members and support capacity building for high-quality execution.

Benefits

  • Eligibility for an annual discretionary incentive award
  • Participation in a 401(k) plan
  • Company-sponsored medical, dental, vision, and life insurance plans
  • Paid time off benefits, including vacation and sick time
Full Job Description
Job Description

SENIOR SPECIALIST, MIDDLE OFFICE OPERATIONS

We're seeking a future team member for the role of Senior Specialist to join our MIDDLE OFFICE OPERATIONS IBOR team. This role is located in Lake Mary

In this role, you'll make an impact in the following ways:
  • Lead execution of core Middle Office IBOR reconciliation activities, ensuring accurate and timely delivery of client and operational outputs in line with service, risk, and control standards.
  • Take ownership of complex exceptions, break resolution, and issue analysis, driving effective remediation and continuous improvement across processes.
  • Partner with internal stakeholders across Operations, Technology, Product, and Client Service to support change initiatives, platform enhancements, and implementation activity.
  • Identify opportunities to improve scalability, reduce manual touchpoints, and strengthen standardization through process optimization and disciplined operating practices.
  • Contribute to a strong control environment by escalating risks proactively, supporting audit/compliance requirements, and ensuring adherence to established procedures and governance.
  • Provide day-to-day guidance and subject matter support to colleagues, helping to build team capability and maintain high-quality execution.


To be successful in this role, we're seeking the following:
  • Demonstrated experience in Middle Office, IBOR, accounting services, or related investment operations disciplines.
  • Good knowledge of investment products and related lifecycle events.
  • Strong understanding of operational controls, exception management, and process governance within a deadline-driven environment.
  • Proven ability to manage competing priorities, analyze issues effectively, and communicate clearly with cross-functional stakeholders.
  • Experience supporting change, process improvement, or platform transformation initiatives is strongly valued.
  • Strong analytical, organizational, and problem-solving skills, with a focus on accuracy, client impact, and operational resilience.


BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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