Global Back-Office Leader: Reconciliation & Workflows

WhiteCap Search; Los Angeles (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

WhiteCap Search seeks a senior leader to shape the future state of global back-office operations across asset classes and regions. The role emphasizes standardized workflows, ownership boundaries, and strong control frameworks with a focus on technology and vendor integration.

The incumbent will bring 10+ years in back-office reconciliations within asset management or investment banking, with deep knowledge of derivatives, fixed income, and cash, plus experience defining operating models and

Qualifications

• 10+ years of back-office operations and reconciliations experience in asset management or investment banking.
• Extensive knowledge of derivatives, fixed income, and cash products.
• Experience defining operating models and control frameworks.
• Ability to collaborate with technology teams on workflow design and platform transformation.

Responsibilities

• Lead back-office control functions including daily reconciliation, exception management, breaks, and issue resolution across positions, cash, and P&L.
• Identify recurring issues, perform root-cause analysis, and drive preventive improvements with internal and external partners.
• Oversee outsourced back-office providers, manage governance, KPIs/SLA, and integration of vendor workflows.
• Design and implement reconciliation controls, match criteria, tolerance thresholds, and escalation protocols.
• Establish uniform standards for daily reconciliations, control execution, and documentation of issues.

Skills

Back-office leadership

Reconciliation expertise

Vendor governance

Cross-functional collaboration

Process design

Strategic thinking

Job description

WhiteCap Search seeks a senior leader to shape the future state of global back-office operations across asset classes and regions. The role emphasizes standardized workflows, ownership boundaries, and strong control frameworks with a focus on technology and vendor integration.

The incumbent will bring 10+ years in back-office reconciliations within asset management or investment banking, with deep knowledge of derivatives, fixed income, and cash, plus experience defining operating models and