Middle Office Analyst (Ref: 197150)

Forsyth Barnes

New York (NY)

Hybrid

USD 80,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Healthcare coverage
Retirement matching
Career training
Flexible schedule
Performance bonus

Job summary

Forsyth Barnes is seeking a Middle Office Analyst in New York, offering a base salary of $80,000–$95,000 with a DOE and a hybrid model (3 days in the office at NY Midtown).

The role supports the broking team, manages policy documentation and credit insurance schedules, and provides training across Excel, data management, and data visualisation while fostering internal controls and stakeholder collaboration.

Qualifications

  • Excellent Excel skills, VBA preferred.
  • Advanced knowledge of Microsoft Office applications.
  • A collaborative team player who is happy to support a variety of tasks.
  • Proactive, organized, and focused on delivering successful outcomes.
  • Experience collaborating with overseas offices and familiarity with Credit Insurance/Political Risk is beneficial.

Responsibilities

  • Liaise with brokers and clients to create and maintain policy documentation.
  • Generate and maintain Credit Insurance repayment schedules.
  • Ensure internal processes and controls are followed.
  • Support and drive the use of appropriate tools and systems for policy management.
  • Assist with ad hoc operational tasks as required.

Skills

Excel VBA
Microsoft Office
Collaboration
Attention to detail
Problem solving

Job description

Middle Office Analyst - $80,000 - $95,000 Base Salary DOE – Hybrid 3 days in office (NY Midtown)
Job Description

Our client continues to grow and is expanding its Middle Office team across the globe. This is an exciting opportunity to join a dynamic team while helping to create an effective delivery model that supports the broking team in closing deals more efficiently.

The role also offers excellent opportunities for internal and external training across a range of subjects, including Excel, problem solving, data management, data visualisation, and more. In addition, you'll have the opportunity to support the charitable work of the Texel Foundation.

Key Responsibilities
  • Liaise with brokers and clients to create and maintain policy documentation.
  • Generate and maintain Credit Insurance repayment schedules.
  • Ensure internal processes and controls are followed.
  • Support and drive the use of appropriate tools and systems for policy management.
  • Assist with ad hoc operational tasks as required.
Skills & Qualifications
  • Excellent Excel skills, preferably including VBA.
  • Advanced knowledge of Microsoft Office applications.
  • A collaborative team player who is happy to support a variety of tasks.
  • Proactive, organized, and focused on delivering successful outcomes.
  • Ability to take ownership of work and be accountable for deliverables.
  • A pragmatic approach to working with stakeholders.
  • Strong attention to detail.
  • Experience collaborating with overseas offices is advantageous.
  • Previous knowledge of Credit Insurance and/or Political Risk is beneficial.
  • Competitive salary with performance-based bonuses.
  • Comprehensive healthcare, including medical, dental, and vision cover.
  • Retirement savings plan with company matching.
  • Ongoing training and development opportunities to support career progression.
  • Flexible working arrangements to promote a healthy work-life balance.
Other Information

Located in the heart of New York City's financial district, this role offers an engaging and collaborative working environment. Our client champions diversity and is committed to fostering an inclusive workplace where all employees can thrive.

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