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About the Role

The Middle Office Operations Analyst will manage ongoing administrative and operational processes to support client experience, acting as a bridge between front and back offices to improve efficiency and accuracy.

Responsibilities

• Manage middle office activities including client onboarding, asset transfers, cash payments, data entry, reconciliation, custody sweeps, account maintenance, and report preparation.
• Maintain and update databases, CRM systems, and internal records.
• Assist with the transition of key tasks to middle office.
• Develop workflows, templates, and checklists to increase efficiency and reduce errors.
• Collaborate with the Operations Manager, Associates, and internal team members to refine processes.
• 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.
• 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.

Requirements

• 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.

Skills

• MS Excel
• Investment platforms
• Automation tools
• Process improvement tools

Location

• Sydney, New South Wales, Australia

Work Type

• Full-time

Experience Level

• Mid-level

About the Company

• 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.
• Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.
• Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Equal Opportunity

• Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
• Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.
• If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.