CareerPlan

Operations Supervisor - Institutional Middle Office (IMO)

Boston, USFull-time$65k–$90k2026-11-05 → 2026-11-10

Core

Oversees risk mitigation, workflow management, and quality assurance of transaction processing for the Middle Office department.

Role type

Operations Supervisor (Middle Office)

Builds

Accurate settlement of security/cash trades, loan/collateral settlements, and corporate actions for institutional clients.

Domain

Financial Services / Institutional Middle Office

Required skills

Transaction verification, team supervision, performance management, risk process review, audit coordination, data privacy management, client meeting support, new hire training, application knowledge (Bloomberg, DTTC ITP, SWIFT, FactSet), numerical analysis, deadline management.

Preferred skills

Advanced Excel, industry regulations knowledge, financial markets knowledge, vendor product knowledge (matching utilities, custodians, accounting platforms).

Technologies

Bloomberg, DTTC ITP, SWIFT, FactSet, Microsoft Office (Excel)

Responsibilities

Review and verify processed transactions for accuracy and completeness; assign daily responsibilities and projects to staff; provide performance feedback and coaching; ensure adherence to client service agreements and deadlines; identify process risks and suggest improvements; coordinate audit inquiries; support client interactions and new onboarding.

Seniority

Mid-level Supervisor