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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 for seamless workflow handovers.
• Serve as a central point of contact for operational inquiries and task tracking.

Requirements

• 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 organizational 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
• Melbourne, Victoria, Australia

Work Type

• Part-time

Experience Level

• Graduate
• Student (completing studies end of 2026)

Education Level

• Bachelor’s degree in Commerce, Business, Finance, or related field
• Equivalent relevant work experience

About the Company

• 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.
• Learn more at www.focusfinancialpartners.com or follow on LinkedIn.

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.
• Information on California privacy rights can be found here.
• It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
• I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
• It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
• If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
• Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law.
• If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.
• The Company complies fully with the Americans with Disabilities Act.