Funds Middle Office – Senior Account Manager

Written by Anton Murray Consulting Consulting on .

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Location: Sydney

Salary description: Market rate depending on experience

  • $100-150k AUD Equivalent
  • Permanent
  • 7 to 10 years of experience

Our client is a leading funds business seeking experienced middle office candidates with cross-product knowledge and strong client services skills to join their team as a Senior Account Manager for middle office.

To be considered for this role, candidates should have

  • Strong knowledge of supported instruments including equities, fixed; income, foreign exchange, cash, listed derivatives, and OTC derivatives
  • Strong client services acumen;
  • Be an expert in local and global MO operating models
  • Building strong collaborative relationships with clients, brokers, other external third parties, and internal teams


  • Manage clients escalations and issues within the Middle Office
  • Lead Middle Office updates in Client Service reviews and Ops to Ops meetings.  Be the middle office SME and act in an oversight and control capacity
  • Support offshore teams in responding to clients, brokers, and custodians on matching and settlement queries, acting as escalation points as required
  • Take ownership of issues and incident management
  • Attend Service Review meetings as SME and talk confidently about our processes and controls, particularly around errors
  • Be involved in BAU transitions and client onboarding, demonstrating an understanding of the impact on MO deliverables
  • Provide leadership to the Middle Office team
  • Indirect people management, delegate, and influence team members to deliver client requirement
  • Oversight of matching across a range of products, including equities, fixed income securities, and foreign exchange, ensuring internal and market deadlines are met and in line with Service Level Agreements
  • Ensure the quality of the service from offshore locations is delivered in line with SLA and that there is an action plan in place any non-green KPIs


  • Degree education – preferably commerce and finance
  • Knowledge of one or more of the required product areas – the Asia Pacific and global markets experience ideal
  • Experience level: minimum 7 years

Technical skills

  • Knowledge of the fixed income, equities, foreign exchange, and cash & FX markets and associated asset classes
  • Knowledge of Omgeo CTM for fixed income and equities markets

Systems knowledge

  • CLS
  • GTSS
  • Alert (Preferable)
  • Swift
  • Hi-Portfolio (Preferable)
  • MS Word and Excel (intermediary/expert)
  • Tradeflow

Contact Us in Sydney


Phone:+61 2 8246 8900

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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