Middle Office Analyst (Ref: 197150)

Forsyth Barnes; United States; Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive remuneration

Health benefits

Retirement plan with company match

Training programs

Flexible work arrangements

Job summary

Forsyth Barnes is expanding its Middle Office team and seeking an organized professional to support policy administration and credit-insurance processes. You will liaise with brokers and clients to maintain documentation and schedules, ensuring compliance and smooth execution.

The role offers learning opportunities across Excel, data management, visualization, and related topics, with exposure to overseas offices and a chance to contribute to Texel Foundation charitable work.

Qualifications

• Excellent Excel skills.
• Advanced understanding of MS Office tools.
• A real team player willing to take on multiple tasks.
• Proactive and delivery-focused.
• Ability to own deliverables and engage stakeholders.
• Strong attention to detail.
• Experience collaborating with overseas offices 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 observed
• Support and drive the usage of proper tools and systems for Policy Management
• Ad-hoc operations related needs

Skills

Team player

Proactive

Ownership

Attention to detail

Cross-border collaboration

Stakeholder management

Tools

Excel

MS Office

Job description

About Us

Our client is a vibrant institution situated in the finance and banking sector, dedicated to providing innovative solutions that enhance operational efficiency while promoting transparency in financial practices. By leveraging advanced technology and specialized expertise, this organization aims to optimize processes and enhance client satisfaction.

Job Description

Our client continues to grow, and they are expanding their Middle Office team across the globe. The candidate will have the opportunity to work with a dynamic team while helping to create an effective team delivery model to support the broking team in closing deals more efficiently. This role also offers a large opportunity for internal and external training on different subjects, from Excel skills, problem solving, data management, visualization, and more. Additionally, there are opportunities to assist with 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 observed
• Support and drive the usage of proper tools and systems for Policy Management
• Ad-hoc operations related needs

Qualifications

• Excellent Excel skills
• Advanced understanding of other MS Office tools
• A real team player happy to get involved in multiple tasks
• Proactive and focused on the delivery of successful outcomes
• The ability to take ownership and be accountable for own deliverables
• Has a pragmatic approach when dealing with stakeholders
• Strong attention to detail
• Experience in collaborating with overseas offices is beneficial

Benefits

• Competitive remuneration complemented by performance-based bonuses.
• Comprehensive health benefits covering medical, dental, and vision needs.
• Retirement savings plan with company matching.
• Opportunities for career advancement through various training programs.
• Flexible work arrangements to promote a healthy work-life balance.