Middle Office Operations, Officer
Core
Overseeing day-to-day transactional and trade operations to ensure operational integrity, data accuracy, and high-quality client service for premier investment management clients.
Role type
Senior IC middle office operations officer
Builds
Operational excellence, strengthened controls, and innovative solutions for client service
Domain
Financial services / Asset management
Deliverable
production ML models
Required skills
Trade operations management, Client data ownership, Client service delivery, Risk identification, Process optimization, AI/automation tool application
Preferred skills
Asset management exposure, Banking operations experience, Trading platform experience, VBA, SQL, Python
Technologies
Microsoft Excel, Trading platforms, VBA, SQL, Python
Responsibilities
Lead resolution of complex operational, client, and trade-related issues; Maintain ownership and oversight of comprehensive client data; Deliver high-quality client service through proactive communication; Act as first escalation point for the Operations team; Prepare, review, validate, and approve standard and ad hoc client reporting; Provide oversight of daily transaction processing routines; Identify operational risks, process gaps, and efficiency opportunities; Apply practical use cases of AI and automation tools; Support department-wide initiatives and strategic priorities.
Seniority
Senior, hands-on IC