Serve as a trusted subject matter expert within the business unit, leading the resolution of complex operational, client, and trade-related issues involving clients, custodians, brokers, counterparties, and internal teams.
Maintain ownership and oversight of comprehensive client data across trading platforms, and internal account records, ensuring accuracy and consistency.
Deliver high-quality client service through proactive communication, timely follow-up, and effective research and resolution of internal and external client inquiries, including appropriate escalation as needed.
Act as first escalation point for the Operations team by managing and resolving actions across all client types using approved systems and custodian platforms.
Prepare, review, validate, and approve standard and ad hoc client reporting, ensuring data integrity and alignment with client and regulatory requirements.
Provide oversight of daily transaction processing routines, ensuring adherence to established controls, procedures, and service level expectations.
Identify operational risks, process gaps, and efficiency opportunities, partnering with peers and leadership to optimize operating models and workflows.
Apply practical use cases of AI and automation tools to support business objectives, enhance data analysis, and streamline operational processes.
Support department wide initiatives, ad hoc projects, and strategic priorities as assigned by leadership.

4+ years of relevant professional experience
Bachelor’s degree required; Business, Accounting, or Finance preferred
Exposure to asset management, banking operations, or financial services environments
Strong Excel proficiency (pivot tables, lookups, and formulas) and working knowledge of Microsoft Office applications
Trading platform experience and VBA, SQL, Python are a plus
Ability to synthesize findings and insights into clear, well-organized summaries and client-ready materials
Strong verbal, written, and interpersonal communication skills
Highly self-driven and adaptable, with the ability to take direction, exercise independent judgment, problem-solve effectively, and deliver results with minimal oversight in a dynamic, evolving environment.

generous medical care
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
401(k) with company match
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Middle Office Operations, Officer

Key skills