CareerPlan

Middle Office Operations, Senior Associate

Irvine, CA, USFull-time$58k–$93k2026-11-06 → 2026-11-09
Hybrid

Core

Senior Associate in Middle Office Operations supporting premier investment management clients with accounting, lifecycle, and trade-related activities.

Role type

Senior Associate, Middle Office Operations

Builds

Client trading platforms, internal records, and client reporting

Domain

Financial Services / Asset Management

Deliverable

dashboards & analysis

Required skills

Client issue resolution, data accuracy maintenance, stakeholder communication, client inquiry analysis, operations processing, regulatory compliance, data analytics

Preferred skills

Asset management exposure, banking operations, Microsoft Office, trading platforms, VBA, SQL, Python

Responsibilities

Resolve complex operational and client-related issues, maintain accurate client trading platforms and internal records, research and respond to client inquiries, manage actions across client types using approved systems, perform processing and control-related tasks, prepare and validate client reporting, apply data analytics to improve processing

Seniority

Mid-Senior level (2-4+ years experience)