Middle Office Operations, Officer
Core
Overseeing day-to-day transactional and trade operations, ensuring operational integrity, data accuracy, and high-quality client service for premier investment management clients.
Role type
Middle Office Operations Officer
Builds
Operational excellence, strengthened controls, and innovative solutions for investment management clients
Domain
Financial services / Asset management / Custody
Required skills
Independent judgment, strong leadership, complex issue management, data accuracy, client service, risk identification, process optimization, AI/automation tool application
Preferred skills
Asset management or banking operations exposure, Excel proficiency (pivot tables, lookups, formulas), trading platform experience, VBA, SQL, Python
Technologies
Microsoft Office, trading platforms, custodian platforms, AI tools, automation tools
Responsibilities
Lead resolution of complex operational, client, and trade-related issues; Maintain ownership and oversight of comprehensive client data across trading platforms; Deliver high-quality client service through proactive communication and inquiry resolution; 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 to support business objectives
Seniority
Mid-level, hands-on IC