The Senior Middle Office is responsible for overseeing operations, governance, legal documentation, regulatory compliance, and data quality across insurance products and financial markets supporting activities. The role acts as a key liaison with Legal, Compliance, Risk, Audit, and external Stakeholders, ensuring operational integrity, regulatory adherence, accurate reporting, and effective risk management.
Coordinate with Legal on Investment Funds documentation new contracts & updates, contract amendments, and renewals;
Coordinate and support the opening of client and counterparty accounts across custodians, brokers, and financial institutions;
Assist with the preparation, review, negotiation, execution, and maintenance of OTC derivatives documentation, including ISDA Master Agreements, Credit Support Annexes (CSAs), confirmations, and related legal documentation;
Support the negotiation and lifecycle management of Limited Partnership Agreements (LPAs) and other investment-related legal documentation;
Manage and maintain client regulatory documentation, including MiFID/MiFID II classifications, appropriateness and suitability documentation, LEIs, FATCA/CRS forms, KYC, AML, and other regulatory requirements;
Ensure all legal and regulatory documentation is complete, accurate, and up to date within internal systems;
Maintain document repositories and support audit, compliance, and regulatory requests.
IF YOU ARE SOMEONE WHO...
Bachelor's degree in Finance, Economics, Business Administration, Accounting, Law studies or a related field;
Minimum 7-10 years of experience in Investment Operations, Middle Office, Asset Management, Insurance Investments, Custody, or Fund Administration;
Solid knowledge of insurance investment products (Unit-Linked, Capitalization Products, Pension Funds and PPRs) and investment funds (UCITS and Alternative Investment Funds);
Experience working within a regulated financial services environment;
Knowledge of investment governance, regulatory reporting, and internal control frameworks;
Ability to identify operational risks and implement effective controls;
Proficiency in Microsoft Excel and other Microsoft Office applications;
Experience with investment management, accounting, or portfolio management systems;
Experience with regulatory reporting and data management tools.
SO YOU ARE THE ONE WE ARE LOOKING FOR! WHAT CAN YOU EXPECT FROM US? Collaborate with a team that cares about you and wants you to succeed, offering opportunities to grow, innovate, and excel, fostering a unique sense of belonging. Work in a Group that promotes your well-being, so you can be and give your best, in a place where you feel good and want to be. A Group committed to Diversity, Equity, and Inclusion, that welcomes and respects differences, because it recognizes that only a diverse and inclusive environment creates the conditions for us to be prepared for a constantly changing world.
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Insurance Products Investment Operations & Governance • Lisbon, Portugal
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