Middle Office Supervisor

HedgeServ; Dallas (TX); Hybrid; USD 120,000 - 170,000; Full time

Job summary

HedgeServ is seeking a seasoned middle office professional to join our hybrid team in Dallas or Raleigh. The role focuses on trade support, reconciliations, and client onboarding, with opportunities to mentor junior staff and lead improvements.

The successful candidate will engage with a broad set of financial products, maintain client relationships, and contribute to strategic initiatives while supporting cross-team projects.

Qualifications

• 6+ years in middle office or trade support
• Exposure to multiple financial products including swaps, futures, and FX options
• Strong Excel skills with emphasis on process improvement and automation
• Client-service oriented with mentorship and relationship skills

Responsibilities

• Ensure daily cash and position reconciliations to mitigate risk
• Mentor junior staff and participate in process improvements
• Maintain relationships with traders and stakeholders
• Develop innovative solutions with business development team
• Support lifecycle events and participate in strategic initiatives

Skills

Middle office experience

Trade support

Excel advanced

Process automation

Client service

Problem solving

Mentoring

Relationship management

Tools

Excel

Job description

This position is hybrid in either our Dallas, TX or Raleigh, NC office. Visa sponsorship will not be provided at this time.

Job Description

As we continue through a period of growth, HedgeServ is searching for future leaders who can make an immediate impact on our already successful team. We're seeking professionals with three to seven years of experience who are decisive, energetic, and self-starting.

The middle office team performs trade support activities required by our hedge fund and private equity client base. This includes electronic trade/deal capture, confirmation/affirmation of activity, settlements, cash and collateral management, t+1 break resolution, technology development, and valuations processing. This position typically exposes the candidate to a wide range of financial markets and tradeable products including highly complex derivative instruments.

A successful candidate will assume considerable responsibility within six to twelve months, serving as the primary point of contact on client relationship(s), helping on-board new clients with the guidance of senior team members, and participating in cross-team projects all being possibilities. In addition to overseeing the work of more junior members of the team and participating in their mentorship.

Role Responsibilities

• Work with the client, internal teams and brokers to ensure daily cash and position reconciliations are being completed efficiently to mitigate risk
• Mentor junior staff on various financial products as well as process improvement
• Maintain strong relationships with trading parties, internal and external stakeholders
• Institute innovative technological solutions to solve client requests in conjunction with our business development team
• Monitor and process all product life-cycle events
• Work on strategic initiatives and light project work

Pre-Requisite Knowledge, Skills, and Experience

• 6+ years of experience in a middle office or trade support role
• Exposure to various financial products is a plus: IRS, Swaptions, Basis Swaps, XCCY Swaps, Variance/Volatility Swaps, FX Options(exotics), TRS, Futures
• Self-motivated team player with a client-service oriented approach
• Very strong excel skills with a mind for process improvement and automation
• Proven problem-solving ability
• Desire to learn and embrace new technology