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
Senior IC middle office operations officer
Builds
Operational excellence, strengthened controls, and innovative solutions for investment management clients
Domain
Financial services / Asset management
Required skills
Complex issue resolution, client data ownership, client service management, risk identification, process optimization, AI/automation tool application, reporting validation, transaction processing oversight
Preferred skills
Asset management exposure, banking operations exposure, trading platform experience, VBA, SQL, Python, Excel proficiency (pivot tables, lookups, formulas)
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
Senior, hands-on IC