Representative Lead, BPS Middle Office

FIS; United States; Remote; USD 87,000 - 148,000; Full time

Benefits offered by this job

Inclusive, diverse work environment

Competitive salary and benefits

Job summary

FIS in the United States seeks a seasoned middle office professional to lead operations for structured finance portfolios, including CLOs, CDOs, and syndicated loans. You will ensure data integrity, manage risk and compliance activities, and drive scalable processes while delivering high-quality client outcomes.

You will oversee reporting, reconcile cash flows, and collaborate with internal and external stakeholders to optimize workflows and efficiency.

Qualifications

• Bachelor’s degree in finance or equivalent practical experience.
• Experience in financial services operations supporting structured or institutional assets.
• Strong knowledge of CLOs, CDOs and syndicated loans.
• Proven expertise in cash reconciliations, processing and reporting.
• Experience with waterfall calculations and compliance testing.
• Analytical skills to interpret data and identify discrepancies.
• Stakeholder management and effective communication.
• Ability to manage priorities and deliver high-quality outcomes.

Responsibilities

• Oversee daily middle office operations for assigned client portfolios.
• Manage cash flows, reconciliations, trade settlements, and waterfall calculations.
• Serve as primary client contact and resolve operational issues.
• Produce and review financial and investor reports.
• Conduct compliance testing and monitor covenant activity.
• Collaborate with stakeholders to resolve discrepancies and improve workflows.
• Lead root cause analysis and implement solutions for complex challenges.
• Support team leadership with mentoring and workload planning.
• Drive process improvements, automation and standardization.

Skills

Financial services operations

Structured finance knowledge

Cash reconciliations

Waterfall calculations

Regulatory/compliance testing

Stakeholder management

Analytical thinking

Problem solving

Client service

Education

Bachelor’s degree in finance

Equivalent practical experience

Tools

CDO Suite

WSO

Solvas

Advanced Excel

Job description

Job Description

We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you’re ready to start learning, growing and making an impact with a career in fintech, we’d like to know: Are you FIS?

About the Role

You will lead middle office operations supporting structured finance portfolios, such as CLOs, CDOs, and syndicated loans. As a point of contact for clients, you will oversee financial processes, ensure data integrity, and drive service excellence. This role focuses on delivering accurate reporting, managing risk and compliance activities, and improving operational efficiency. Success is defined by high-quality client outcomes, strong stakeholder relationships, and efficient, scalable processes.

What You Will Be Doing

• Oversee daily middle office operations for assigned client portfolios, ensuring accuracy and timeliness
• Manage cash flows, reconciliations, trade settlements, and waterfall calculations across complex structures
• Serve as primary client contact, resolving operational issues and delivering responsive service
• Produce and review financial and investor reports aligned to client and regulatory requirements
• Conduct compliance testing and monitor covenant and portfolio activity
• Collaborate with internal and external stakeholders to resolve discrepancies and improve workflows
• Lead root cause analysis and implement solutions for complex operational challenges
• Support team leadership activities including mentoring, performance feedback, and workload planning
• Drive process improvements, automation, and standardization to enhance scalability and efficiency

Required Qualifications

• Bachelor’s degree in finance, business administration, or equivalent practical experience
• Experience in financial services operations supporting structured or institutional assets
• Strong knowledge of structured finance products such as CLOs, CDOs, and syndicated loans
• Proven expertise in cash reconciliations, transaction processing, and financial reporting
• Experience performing waterfall calculations and compliance testing
• Advanced analytical skills with ability to interpret financial data and identify discrepancies
• Strong stakeholder management skills with ability to influence and communicate effectively
• Demonstrated ability to manage priorities, solve complex problems, and deliver high-quality outcomes

Preferred Qualifications

• Experience with trust or middle office platforms (e.g., CDO Suite, WSO, Solvas)
• Familiarity with corporate trust securities and alternative investment operations
• Experience leading teams or mentoring junior colleagues
• Advanced Excel or data analysis capabilities, including financial modeling or automation techniques
• Knowledge of regulatory and compliance requirements related to structured finance

What We Offer you

At FIS, you can grow your career as far as you want to take it. Here’s what else we offer:

Opportunities to make an impact in fintech

• Personal and professional learning
• Inclusive, diverse work environment
• Resources to give back to your community
• Competitive salary and benefits

#Virtus

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 - 148,390and 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 the 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