Middle Office Associate

1 week ago

Chicago, United States Fiducient Advisors Full time

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.


The Middle Office Associate is responsible for the delivery and execution of the exceptional service provided to clients, custodian firms, money managers, and Consultants.


Responsibilities:

  • Onboard new clients and be responsible for completion of day-to-day operational tasks for Institutional OCIO, Discretionary Practice clients
  • Lead complex and nuanced account set-ups for Institutional OCIO, Discretionary Practice clients
  • Collaborate with Middle Office Operations Analyst team on the completion of subscription, redemption, and periodic KYC/AML document updates for Private Equity, Hedge Fund, and various other Alternative Investments
  • Manage client money movements and account service tasks with their specific custodian, bank, or brokerage firm while abiding by the firm’s compliance policies and procedures
  • Maintain accurate and up-to-date Institutional OCIO, Discretionary Practice client records and activity logs to include but not limited to the CRM, trading systems, custodial websites, etc.
  • Uphold internal and external client service standards by providing timely and accurate follow-up, proactive communication, and serve as a knowledgeable operations resource to the firm
  • Research and promptly respond to internal and external client inquiries
  • Assist with ad-hoc projects as directed by leadership
  • Develop an understanding of Fiducient’s core values and consulting team roles to best serve our clients
  • Act as backup to Trade Operations team by executing trades for all client types, utilizing the firm’s preferred trading system and other custodian-specific applets and paperwork abiding by the firm’s compliance policies and procedures
  • Assist Middle Office Associate team members who are off-site with pending client requests



Required Education, Professional & Technical Experience

  • Bachelor’s Degree
  • 1 Years of Investment Consulting or Financial Industry Experience
  • Proficiency in Microsoft Suite
  • Knowledge of Securities & Banking Transactions


Essential Traits

  • Thoughtful ability to establish rapport and build relationships.
  • Exceptional communication in a public setting with notable writing and presentation skills.
  • Adaptability when priorities shift and able to work independently.
  • Sound judgment and problem-solving skills.
  • Innovative, curious, and enthusiastic.
  • Detail-oriented with a high level of accuracy and organization.
  • Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.
  • Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.


Work Environment & Travel Requirements

  • This role may travel up to 5% of the time for training and or business/events.
  • This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.


Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

  • Must be able to remain in a stationary position for up to 8 hours.
  • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
  • The person in this position may at times need to move throughout the building to access different areas.
  • Ability to move equipment weighing up to 25 pounds.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.



What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.


Paid Time Off

  • Generous PTO with optional rollover
  • Personal/Sick Time
  • 10 Holidays with additional half days off for specific holidays throughout the year
  • Summer Perks
  • Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
  • Employer Paid Parental, Personal and Family leaves.
  • Professional Development Day for eligible exams


Work Life Convenience Benefits

  • Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
  • KindBody – Family & Fertility Assistance
  • Wellness Reimbursement Program
  • Professional Development Designation reimbursement
  • Employee Referral Program
  • Employee Resource Groups, Mentorship Program & New Hire Cohort
  • 401K Plan with company match
  • Cell Phone Reimbursement Program



Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.



Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.


We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

  • Middle Office Engineer

    16 hours ago

    Chicago, United States Selby Jennings Full time

    A leading high-frequency trading firm is looking to bring on a Middle Office Engineer onto its crypto-assets trading arm in Chicago. Qualifications: Currently working as a SWE on a middle office team in trading or a front office team on the sell side Experience with transactional systems (ledger transactions specifically) Experience in building exchange...

  • Middle Office Specialist

    4 weeks ago

    chicago, United States Ad Atlantic Full time

    Middle Office Specialist:Looking to connect experienced Trading Operations professionals with a mid-sized Hedge Fund client in Chicago.Responsibilities:Oversee daily trading affirmations, allocations and reconciliation of market activity and cash accounts.Work with various teams internally to reconciliation differences.Preparation and review of internal...

  • Middle Office Specialist

    2 months ago

    Chicago, United States Ad Atlantic Full time

    Middle Office Specialist:Looking to connect experienced Trading Operations professionals with a mid-sized Hedge Fund client in Chicago.Responsibilities:Oversee daily trading affirmations, allocations and reconciliation of market activity and cash accounts.Work with various teams internally to reconciliation differences.Preparation and review of internal...

  • Middle Office Specialist

    2 months ago

    chicago, United States Ad Atlantic Full time

    Middle Office Specialist:Looking to connect experienced Trading Operations professionals with a mid-sized Hedge Fund client in Chicago.Responsibilities:Oversee daily trading affirmations, allocations and reconciliation of market activity and cash accounts.Work with various teams internally to reconciliation differences.Preparation and review of internal...

  • Selby Jennings | Middle Office Engineer

    1 day ago

    chicago, United States Selby Jennings Full time

    A leading high-frequency trading firm is looking to bring on a Middle Office Engineer onto its crypto-assets trading arm in Chicago. Qualifications: Currently working as a SWE on a middle office team in trading or a front office team on the sell side Experience with transactional systems (ledger transactions specifically) Experience in building exchange...

  • Middle Markets Underwriter

    4 weeks ago

    Chicago, Illinois, United States Zurich Insurance Group Full time

    Job DescriptionZurich Insurance Group is seeking a skilled Market Facing Underwriter to join our team in Chicago, Illinois. As a key member of our Middle Markets team, you will be responsible for handling complex new and renewal business, working closely with our underwriting team to provide end-to-end solutions for our customers.Key ResponsibilitiesServing...

  • Market Facing Underwriter, Middle Market

    4 weeks ago

    Chicago, United States Zurich Insurance Company Ltd. Full time

    What can go right when you can grow your career? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, we have over 150 years of experience, serve more than 25 industries, and insure...

  • Senior Underwriter, Generalist, US Middle Market

    4 weeks ago

    Chicago, Illinois, United States AXA XL Ltd Full time

    About the Role:We are seeking a Senior Underwriter, Generalist, US Middle Market to join our team at AXA XL Ltd. This is an exciting opportunity to work with our Middle Markets business, focusing on mid-sized customers in the US Commercial P&C market.Key Responsibilities:Underwrite both new and renewal business, assisting in achieving profitable premium and...

  • Assistant/Associate Professor of Middle Grades Education

    4 months ago

    Chicago, United States National Louis University Full time

    OverviewTHE OPPORTUNITYThe MGE program at NLU believes that schools can and must do better by all young adolescents. Our program is guided by the possibility of teacher-facilitated joyful, civic-minded, and socially conscious student engagement across content areas and populations. We are seeking a faculty member whose commitments to transformative pedagogy...

  • Senior Associate

    4 weeks ago

    chicago, United States CFOCIO Advisory Company Full time

    Senior Advisory AssociateLocation: Onsite in Las Vegas - typical work hours ~60hrs a week including some work on Saturdays - This role is being posted in Chicago to attract talent with an interest/connection to Las VegasCompany: CFO/CIO Advisory FirmAbout UsWe are a fast-growing CFO/CIO advisory firm specializing in driving long-term value creation for...

  • Senior Associate

    4 weeks ago

    Chicago, United States CFOCIO Advisory Company Full time

    Senior Advisory AssociateLocation: Onsite in Las Vegas - typical work hours ~60hrs a week including some work on Saturdays - This role is being posted in Chicago to attract talent with an interest/connection to Las VegasCompany: CFO/CIO Advisory FirmAbout UsWe are a fast-growing CFO/CIO advisory firm specializing in driving long-term value creation for...

  • Investment Banking Associate

    2 weeks ago

    Chicago, United States Next Level Recruiting, LLC Full time

    ***Chicago/Minneapolis/Detroit Investment Banking Experienced Associate roles***Our clients are well-established, growing Middle Market Investment Banks looking to add strong M&A Associates to the firm.-Deal Size: Middle Market (100-300m)-Deal Types: Primarily M&A / Some Cap Raises-Generalist in nature w/ segmented industry groups (No RE/Oil &...

  • Investment Banking Associate

    2 weeks ago

    chicago, United States Next Level Recruiting, LLC Full time

    ***Chicago/Minneapolis/Detroit Investment Banking Experienced Associate roles***Our clients are well-established, growing Middle Market Investment Banks looking to add strong M&A Associates to the firm.-Deal Size: Middle Market (100-300m)-Deal Types: Primarily M&A / Some Cap Raises-Generalist in nature w/ segmented industry groups (No RE/Oil &...

  • Underwriting Associate

    3 weeks ago

    Chicago, United States Multi-Billion $ Direct Lending Firm Full time

    A highly successful middle-market direct lending firm is seeking an Underwriting Associate to join its lean Underwriting team. The role involves reviewing new investment opportunities and monitoring existing investments. This position offers excellent mentorship, a strong team culture, and valuable learning opportunities. *The ideal candidate will have 1-2...

  • Senior Software Engineer, Unified Platform

    1 week ago

    Chicago, United States DRW Full time

    DRW is a diversified trading firm with over 3 decades of experience bringing sophisticated technology and exceptional people together to operate in markets around the world. We value autonomy and the ability to quickly pivot to capture opportunities, so we operate using our own capital and trading at our own risk. Headquartered in Chicago with offices...

  • Retail Customer Service Associate

    4 weeks ago

    Chicago, United States FedEx Office Full time

    POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store's business, including print, signs & graphics, and shipping....

  • Interim Director of Middle School

    3 weeks ago

    Chicago, United States DAYSTAR ACADEMY Full time

    Daystar Academy, an IB continuum school in the city of Chicago, serves students in primary, middle school and high school.  We are looking for a highly qualified Director of Middle School & High School Programs for the 2024-2025 school year. Why Daystar Academy?Compelling Mission:  Empower students to positively impact the world through a faith-based,...

  • Underwriting Associate

    3 weeks ago

    chicago, United States Multi-Billion $ Direct Lending Firm Full time

    A highly successful middle-market direct lending firm is seeking an Underwriting Associate to join its lean Underwriting team. The role involves reviewing new investment opportunities and monitoring existing investments. This position offers excellent mentorship, a strong team culture, and valuable learning opportunities. *The ideal candidate will have 1-2...

  • Underwriting Associate

    1 month ago

    Chicago, United States Multi-Billion $ Direct Lending Firm Full time

    A highly successful middle-market direct lending firm is seeking an Underwriting Associate to join its lean Underwriting team. The role involves reviewing new investment opportunities and monitoring existing investments. This position offers excellent mentorship, a strong team culture, and valuable learning opportunities. *The ideal candidate will have 1-2...

  • Underwriting Associate

    4 weeks ago

    chicago, United States Multi-Billion $ Direct Lending Firm Full time

    A highly successful middle-market direct lending firm is seeking an Underwriting Associate to join its lean Underwriting team. The role involves reviewing new investment opportunities and monitoring existing investments. This position offers excellent mentorship, a strong team culture, and valuable learning opportunities. *The ideal candidate will have 1-2...