Specialist, Middle Office Representative

Socket.dev; Pittsburgh (Allegheny County); On-site; USD 70,000 - 110,000; Full time

Job summary

BNY seeks a Middle Office professional to join the Pittsburgh team. This role leads day-to-day operations of a Middle Office support team, guides data processing for multiple funds, and ensures timely accounting and reporting cycles.

The ideal candidate has a high school diploma or equivalent, 3–5 years of accounting support or mutual funds experience, and a mutual fund industry background. The position offers competitive benefits and growth opportunities within a global bank.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• 3–5 years of total work experience required or preferred.
• Experience in accounting support or mutual fund industry preferred.

Responsibilities

• Serve as a lead for the day‑to‑day operations of a Middle Office support team, providing work direction and technical assistance on complex matters.
• Lead the daily activities of a Middle Office support team servicing multiple funds, including reviewing data and assisting in resolving escalated problems during accounting and reporting cycles.
• Supervise the tracking of fund data and trades, maintain records, and establish data maintenance and summarization processes to improve team efficiency.
• Search for fail points in processes, provide error reports to clients in compliance with service level agreements, review error reports from junior team members, and elevate external errors as needed.
• Review exceptions to confirm adherence to internal and client procedures, processing timelines, and FCC regulations; dictate handling of incorrectly managed exceptions and enforce procedural compliance.
• Lead the preparation and review of system‑generated reports, set standards for report output, and coordinate sharing of reports with Middle Office teams.
• Assist in identifying and implementing process improvements to reduce audit and financial exposure and improve team efficiency.
• Supervise a team of Middle Office support staff, including specific supervisory review and approval actions, and support the achievement of team objectives.

Skills

Leadership

Data analysis

Accounting support

Education

High school diploma or equivalent

Bachelor's degree a plus

Job description

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Middle Office to join our Middle Office support team. This role is located in Pittsburgh, PA

In this role, you’ll make an impact in the following ways:

• Serve as a lead for the day‑to‑day operations of a Middle Office support team, providing work direction and technical assistance on complex matters.
• Lead the daily activities of a Middle Office support team servicing multiple funds, including reviewing data and assisting in resolving escalated problems during accounting and reporting cycles.
• Supervise the tracking of fund data and trades, maintain records, and establish data maintenance and summarization processes to improve team efficiency.
• Search for fail points in processes, provide error reports to clients in compliance with service level agreements, review error reports from junior team members, and elevate external errors as needed.
• Review exceptions to confirm adherence to internal and client procedures, processing timelines, and FCC regulations; dictate handling of incorrectly managed exceptions and enforce procedural compliance.
• Lead the preparation and review of system‑generated reports, set standards for report output, and coordinate sharing of reports with Middle Office teams.
• Assist in identifying and implementing process improvements to reduce audit and financial exposure and improve team efficiency.
• Supervise a team of Middle Office support staff, including specific supervisory review and approval actions, and support the achievement of team objectives.

To be successful in this role, we’re seeking the following:

• High school/secondary school diploma or equivalent combination of education and experience required; Bachelor’s degree a plus.
• 3‑5 years of total work experience preferred.
• Experience in accounting support or the mutual fund industry preferred.
• Mutual fund industry background preferred.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards:

America’s Most Innovative Companies, Fortune, 2025

World’s Most Admired Companies, Fortune 2025

“Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family‑friendly, inclusive employment policies and employee forums.

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a few of our recent awards:

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job‑related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company‑sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.