At a Glance
- Tasks: Manage client onboarding, asset transfers, and streamline operational processes.
- Company: Escala, a leading private wealth investment firm in Australia.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for career growth in a supportive and innovative company.
- Why this job: Join a dynamic team and enhance client experiences while developing your skills.
- Qualifications: 2-5 years in investment operations and strong attention to detail required.
The predicted salary is between 64350 - 78650 $ per year.
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 is located in 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
- 2-5 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 Escala
Founded in 2013, Escala is an Australian private wealth investment and advisory firm with offices in Sydney and Melbourne, serving high-net-worth and ultra-high-net-worth individuals and families, family offices and not-for-profit organisations.
The firm is known for its research-led, client-first approach and delivers highly personalised advice across wealth, investment and portfolio strategy.
As part of Focus Financial Partners, Escala combines specialist local advice with the backing of a global platform, giving clients access to institutional-grade capabilities and insights through a highly personalised advisory model.
Middle Office Operations Analyst in Melbourne employer: Escala
Escala, Focus Partners Australia is an exceptional employer located in Sydney, offering a dynamic work culture that prioritises client-first service and professional growth. Employees benefit from a collaborative environment, access to institutional-grade resources, and opportunities for continuous learning and development within the wealth management sector. With a commitment to diversity and inclusion, Escala fosters a supportive atmosphere where every team member can thrive and contribute to meaningful client outcomes.
