Middle Office Operations Analyst

Position Overview

Escala Partners is hiring for a Middle Office Operations Associate for casual employment (3 days/week). This person 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 Investment Assistants 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, 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 and Investment Assistants 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 Investment Assistants, 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 Focus Partners Australia 

Focus Partners Australia, the Australian business unit of Focus Partners, offers integrated capabilities in wealth advice, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, Focus Partners Australia leverages 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.