Lead Representative – BPS Middle Office

FIS

. Lead middle office operations for CLO, CDO, and syndicated loan portfolios, ensuring accurate execution, reporting, and client service delivery .

Posted 10/13/2026full-timeUnited StatesSenior💰 $87,290 - $148,390 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in structured finance operations, including cash reconciliations, transaction processing, and compliance testing, while effectively managing stakeholder relationships and delivering high-quality client outcomes. Proficient in utilizing advanced analytical skills and financial modeling to drive operational excellence and process improvements.

Highest-signal resume keywords

Structured Finance ExpertiseCash ReconciliationsStakeholder ManagementAdvanced Excel SkillsTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash ReconciliationsTransaction ProcessingWaterfall CalculationsCompliance TestingFinancial ReportingData AnalysisFinancial ModelingReporting Automation

Soft Skills

Analytical SkillsProblem-SolvingClient ServiceRelationship Building

Tools & Technologies

CDO SuiteWall Street Office (WSO)Solvas

Industry Keywords

CLOCDOSyndicated LoansInvestment OperationsCorporate Trust Services

About the role

Key responsibilities & impact

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, resolving complex issues, strengthening stakeholder relationships, and delivering timely investor and financial reporting
Drive operational excellence through process improvements, root cause analysis, automation initiatives, and team leadership support

Requirements

What you’ll need

Bachelor’s degree in Finance, Business Administration, Accounting, or equivalent combination of education and relevant experience
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 with the ability to identify discrepancies, manage competing priorities, and deliver high-quality client outcomes
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
For positions located in the US, conditional offer recipients are required to undergo a drug test

Benefits

Comp & perks

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