Investment Operations / Middle Office Specialist (Trade Management)

About position

Location: Warszawa, Puławska 2

Employment type: contract of employment

Work model: hybryd - at least 2 days in the office per week 

General information

We’re looking for a specialist to ensure complete, timely, and accurate processing of the full trade lifecycle across all asset classes. In this role, you’ll supervise daily trade management activities delivered by our offshore team, act as the first level of escalation for operational or quality issues, and oversee key controls related to confirmations, settlements, trade routing, collateral, and claims management.

You’ll take ownership of trade workflows, drive process improvements, and ensure that operational standards, accuracy, and risk controls are consistently met. The role also involves close collaboration with brokers, custodians, and internal teams to resolve exceptions, minimize settlement risk, and maintain high service quality in daily BAU.

Your main responsibilities

• you supervise and oversee daily trade operations ensuring operational accuracy & processing of all asset classes (fixed income, equities, derrivatives; trades matching via SWIFT, CMT or custodian platforms; collateral management processing
• you monitor settlement fails and resolve issues proactively, analyse root-cause of settlement issues and define required controls, processes related to claims management
• you validate FO trades instructions against OMS, supervise settlement risk and manage positions before deadline expiry
• you perform oversight and supervision over the dedicated offshore team responsible for processes execution in the respective area
• you support and supervise the communication with brokers, counterparties, 3rd party vendors and business partners and custodians on exceptions and escalations
• you take ownership and document operational procedures, oversee the execution of the servicess provided by offshore team accordingly
• you assure the auditable key controls processes execution in the respective process area
• you serve as the first level of escalation in case of issues in the respective process area
• you closely collaborate with other team members and provide the single point of contact for the client in daily BAU

Our requirements

• you have 2+ years of experience in middle office, trade operations, custody or asset servicing
• you have strong knowledge of the full trade lifecycle and settlement processes across all asset classes
• you have practical understanding of SWIFT and hands‑on experience in trade matching
• you have practical experience with derivatives confirmations, settlements and collateral management
• you have experience working with OMS and 3rd‑party trade processing platforms (OMGEO, DTC Trade Suite, MarginSphere, MarkitWire etc.)
• you have practical experience communicating directly with brokers and counterparties
• you are excellent at problem‑solving and driving process automation and enhancements
• you are able to work under time pressure and make decisions within tight deadlines
• you speak Polish fluently (C1 level at least)
• you have a good level of English (daily communication with the offshore team)

Additional Assets

• you have knowledge of the BlackRock Aladdin platform
• you have experience participating in OMS implementation or service/process transition projects
• you have experience working with offshore teams

Our offer

• We invest in development - we offer co-financing for training and courses as well as access to educational platforms: Udemy Business, e-Tutor, and an internal e-learning platform. We also offer development internships and consultations with career advisors.
• We care about health and safety - we offer a medical package and life insurance for you and your loved ones, access to the Mindgram platform with individual consultations with specialists and webinars. While working at ING, you have the opportunity to join the Employee Pension Program and the Oncological Prevention Program.
• In practice, work life balance means additional days off: "family day" (it's up to you how you use it), days off in the form of rewards and free hours for volunteering or health prevention.
• For parents, we have additional days of maternity and paternity leave and days off for child care, regardless of the limit used by the other parent.
• By joining us, you decide to work in a stable organization focused on comfortable working conditions with a Top Employer certificate. The future is our joint investment - together with ING you can get involved in any initiative supporting ESG and social responsibility.
• You decide what equipment you work with. We provide each employee with the necessary equipment for work, but if you want to work on a laptop or smartphone of your choice, which you will also use for your private purposes, we provide such an opportunity. We offer a refund and discount program on selected purchases.
• We celebrate together and get to know each other during team trips, family and sports events, such as Children's Day, Run Warsaw or sports tournaments.
• Green office spaces for work and meetings, as well as places to relax - all at your disposal.