-----Original Message-----
From: David Pieper [mailto:david@brokerageconsultants.com]
Sent: Friday, December 02, 2011 8:02 PM
To: scott.sommer@ieee.org
Subject: International Middle Office Supervisor - Chicago
Hello,
Im with BCI and was curious if you or someone from your network might be
interested in this opportunity:
Title: International Middle Office Supervisor (0191-007-711)
Location: Chicago
Compensation: Commensurate with experience
Summary/Responsibilities:
Money Manager/Mutual Fund company seeks an International Middle Office
Supervisor to oversee their middle office outsourcer and be responsible for
any operational functions that support international/global products Support
international/global operations during international market hours
(US/Europe/Asia) Periodic travel to domestic outsourcer site may be
necessary Serve as a back up to domestic operations functions as necessary
Manage daily functions serviced by the middle office outsourcer including
but not limited to trade matching/confirmations/settlements/settlement
instruction maintenance/tax lot accounting/performance/composites/corporate
actions/new account set up/account maintenance/security master set-up and
maintenance/custodial set-up/relationships/reconciliation/reporting
Daily/weekly/monthly/quarterly/annually audit the middle office outsourcer
via exception reports, periodic meetings, monitoring activity via
website/on-site visits Process proxy memorandums; monitor Proxy Voting
Service to ensure all shares are voted Liaison between Portfolio
Managers/Research Analysts/Compliance/Proxy Voting Service Review client
voting reports from ISS for accuracy/completeness Execute process of
matching buy/sell orders for security trading in the international/global
product during open market hours (including Asia/Europe outside of US hours)
Work with middle office outsourcer/international trader to ensure trades
settle in a timely manner Process paperwork to establish relationship with
brokers for trading in international/global products Serve as back up to the
Senior Operations Specialist/Senior Account Administrator/Director of
Operations as necessary including daily/monthly reconciliation, new account
set-up/terminations, deposits/withdrawals, proxy voting, class
actions/corporate actions, new security set-up/maintenance, and performance
management
Requirements:
Comprehensive knowledge of international investment products/services/and
operational functions including multi-currency/trading in direct markets
College degree (BS in Business Administration) required
3-5+ years financial industry experience required (investment
3-5+ management/custodians/ brokers/outsourcer)
In-depth knowledge of back office functions required Prior software/systems
experience with Access, Macgregor XIP, Portfolio Management Systems
preferred Process Management experience preferred
If you are interested in this opening, please email us a copy of your resume
as an MS Word attachment.
Thank you,
David Pieper
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x113
david@brokerageconsultants.com
www.brokerageconsultants.com
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