Escala - Middle Office Operations Analyst
Summary
Middle Office Operations Analyst supports investment teams by managing client onboarding, reconciliations, data integrity, and process improvements in a wealth management firm.
Position Summary
The Middle Office Operations Analyst will take ownership of ongoing administrative and operational processes to support our client experience. This role supports front-line investment teams by improving efficiency, reducing manual workload, and ensuring accuracy and timeliness in all processes. The position serves as a bridge between the front office and back office, enhancing scalability and allowing the Associate, Client Relationships team members to focus on client-facing and analytical priorities.
This role can be located in Sydney, New South Wales, Australia; Melbourne, Victoria, Australia.
Primary Responsibilities
Operational Task Ownership
- Manage ongoing middle office activities such as client onboarding, asset transfers, cash payments, data entry, reconciliation, weekly custody sweeps, account maintenance, and report preparation.
- Maintain and update databases, CRM systems, and internal records.
Process Streamlining
- Assist with the transition of key tasks to middle office
- Develop workflows, templates, and checklists to increase efficiency and reduce errors.
- Collaborate with Operations Manager, the Associates, and internal team members to continuously refine processes.
Quality Control and Risk Management
- Maintain high data integrity across systems and reporting outputs.
- Ensure adherence to compliance, operational risk, and data governance standards.
- Perform regular reconciliations between internal systems and external custodians or counterparties.
Collaboration and Support
- Work closely with Associate, Client Relationships, Associates, Advisors, and Operations teams to ensure seamless workflow handovers.
- Serve as a central point of contact for operational inquiries and task tracking.
Qualifications
- 1-2 years of experience in investment operations, middle office, or similar function.
- Prior experience supporting investment management or wealth management teams preferred.
- Familiarity with automation or process improvement tools.
- Strong understanding of investment operations and account administration.
- High attention to detail and accuracy in data handling.
- Proficiency with MS Excel and experience using investment platforms.
- Strong organisational and time management skills, with ability to manage multiple routine tasks.
- Effective communicator with collaborative, service-oriented mindset.
About Focus Partners Australia
Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.