Representative Lead - BPS Middle Office

FIS; Jacksonville (FL); Hybrid; USD 87.000 - 148.000; Vollzeit

Zusammenfassung

FIS is seeking a skilled professional to lead middle office operations for CLOs, CDOS, and syndicated loans. You will ensure accurate processing, reporting, and strong client service across complex portfolios.

You’ll manage cash reconciliations, waterfall calculations, compliance testing and investor reporting while driving efficiency and risk controls. This hybrid role in multiple US locations requires 4+ years in structured finance or investment operations and a finance-related degree.

Qualifikationen

• Bachelor’s degree in Finance, Business Administration, Accounting or equivalent.
• 4+ years in structured finance, investment operations or middle office roles.
• Experience with cash reconciliations, waterfall calculations and investor reporting.

Aufgaben

• Lead middle office operations for CLOs, CDOS, and syndicated loans.
• Oversee cash reconciliations, trade settlements, waterfall calculations and compliance testing.
• Serve as primary client contact, delivering investor reporting and resolving issues.
• Drive process improvements and automation to enhance accuracy and efficiency.

Kenntnisse

Cash reconciliations

Waterfall calculations

Investor reporting

Structured finance knowledge

Analytical skills

Stakeholder management

Ausbildung

Bachelor’s degree in Finance, Business Administration, Accounting

Tools

CDO Suite

Wall Street Office (WSO)

Solvas

Jobbeschreibung

Job Description

Innovation isn’t just what we do; it’s how we work. At FIS, you’ll collaborate with talented people across the globe to create solutions that shape the way the world pays, banks, and invests. If you’re ready to grow your career while making a meaningful impact, we’d love to meet you.

Role Location

Hybrid in Jacksonville, FL, Milwaukee, WI, and Atlanta, GA

Remote in Houston, TX and Pittsburgh, PA only

About the Role

You will lead middle office operations supporting structured finance portfolios, including CLOs, CDOs, syndicated loans, and other complex investment vehicles. Serving as a key client contact, you will oversee critical financial processes, including cash reconciliations, waterfall calculations, compliance testing, and investor reporting, while ensuring operational accuracy and service excellence. This role focuses on maintaining data integrity, managing risk and regulatory obligations, and driving continuous process improvement across portfolio operations. Success is measured by accurate reporting, timely execution of portfolio activities, strong client relationships, regulatory compliance, and scalable operational performance.

Key Responsibilities

• Lead middle office operations for CLO, CDO, and syndicated loan portfolios, ensuring accurate execution, reporting, and client service delivery.
• Oversee cash reconciliations, trade settlements, waterfall calculations, and compliance testing while managing risk and operational controls.
• Serve as the primary client contact, resolving complex issues, strengthening stakeholder relationships, and delivering timely investor and financial reporting.
• Drive operational excellence through process improvements, root cause analysis, automation initiatives, and team leadership support.

Required Qualifications

• Bachelor’s degree in Finance, Business Administration, Accounting, or equivalent combination of education and relevant experience.
• 4+ years of experience in structured finance, investment operations, corporate trust services, or middle office functions supporting CLOs, CDOs, syndicated loans, or similar institutional assets.
• Demonstrated expertise in cash reconciliations, transaction processing, waterfall calculations, compliance testing, and investor reporting within structured finance environments.
• Strong knowledge of structured finance products, cash flow mechanics, portfolio servicing, and financial reporting requirements.
• Advanced analytical, problem-solving, and stakeholder management skills with the ability to identify discrepancies, manage competing priorities, and deliver high-quality client outcomes.

Preferred Qualifications

• Experience with structured finance and corporate trust administration platforms such as CDO Suite, Wall Street Office (WSO), Solvas, or similar portfolio servicing systems.
• Experience leading teams, mentoring colleagues, or providing operational oversight within investment operations or structured finance environments.
• Advanced Excel and data analysis skills, including financial modeling, reporting automation, and application of regulatory and compliance requirements related to structured finance products.

What We Offer You

At FIS, your career journey is yours to shape. We provide the tools, experiences and support to help you reach what’s next.

Here’s what else we offer:

• Opportunities to make an impact in fintech

• Internal career growth opportunities

• Personal and professional learning

• Inclusive, diverse work environment

• Resources to give back to your community

#Virtus #LI-BS3

FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $87,290.00 - $148,390.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass