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About the Role

The Middle Office Operations Analyst will own ongoing administrative and operational processes to support client experience. This role improves efficiency, reduces manual workload, and ensures accuracy and timeliness in all processes, serving as a bridge between front and back offices.

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 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

• Focus Partners Australia is part of Focus Financial Partners, a leading US-based financial services firm offering wealth management, family office, and business management services.
• Focus Partners Australia provides integrated capabilities in investment and portfolio management, accounting, lending, insurance, and related services from offices in Sydney, Melbourne, Brisbane, and the Gold Coast.
• The company operates with a client-first ethos, leveraging global expertise, platforms, and capital strength to deliver fiduciary guidance across strategic planning, portfolio management, insurance, credit, and tax.
• Focus Partners Australia combines local insight with world-class resources to assist clients in protecting, growing, and transitioning their wealth.