Senior Associate, Middle Office Team Lead

About the role

This role is located in Lake Mary. This role is for a Senior Specialist to join our MIDDLE OFFICE OPERATIONS IBOR team.

Responsibilities

• 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.

Requirements

• 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.

Qualifications

• Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Experience: Minimum 5 years of relevant work experience in a similar role.
• Technical Skills: Proficiency in Microsoft Office Suite, SAP, and other relevant software.

Skills

• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Highly organized and detail-oriented.
• Excellent problem-solving and decision-making abilities.

Benefits

At BNY, we offer highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

Pay

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.

Schedule

Full-time position.

Equal Opportunity Employer

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY Newsroom & BNY LinkedIn

For more information about BNY, please visit BNY Newsroom & BNY LinkedIn.

Awards

BNY has received several awards including: America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025.