Middle Office Operations Associate - Post-Trade Operations

Artisan Partners • Milwaukee, WI

46d • Hybrid

About The Position

Artisan Partners is seeking a Middle Office Operations Associate to be part of the team which handles post-trade administration supporting equity and derivative trading, among other responsibilities. The Associate will be primarily responsible for post-trade processing, exception handling, trade break and fail management, issue escalation and resolution for global trading markets. This position will interact with internal resources including traders, technical liaisons, and senior management. This role will primarily support and align to the firm's equity strategies while having opportunities to support the firm's growth in private investments and derivatives processing.

Requirements

• 3-5 years of investment management or sell-side middle/back-office experience in an operational or trade-processing capacity
• Bachelor's degree in finance, economics, business, or related field
• In-depth knowledge of securities operations and global post-trade processes; exposure to derivatives a plus
• Demonstrated attention to detail, ownership mindset, and strong client service orientation
• Clear communicator, written and verbal; effective coordination with internal and external stakeholders
• Highly organized, proactive, and reliable in fast-paced environments.
• Proficiency with Microsoft 365 (especially Excel); experience with Power Apps or Power Automate is a plus
• Experience with OMS/EMS (e.g., Charles River, Aladdin), trade matching platforms, portfolio/investment accounting systems, and security master/reference data preferred

Responsibilities

• Own post-execution processing for securities transactions; match, affirm, and confirm with custodians, administrators, and executing brokers
• Monitor end-to-end trade flows (transmission, receipt, acknowledgements); investigate data quality issues and drive timely resolution and escalation
• Manage trade breaks and fails: identify root cause, coordinate with counterparties, and implement corrective actions to reduce repeat incidents
• Oversee FX processing for trade and portfolio cash needs; ensure accurate booking, confirmation, and settlement
• Maintain reference data and settlement parameters (fees, cycles, broker/custodian attributes) to enable STP
• Validate books & records by ensuring counterparties reflect matching trade details and settlement instructions
• Document controls and procedures to support compliance with market regulations and internal policies
• Support conversions & registrations-public equities (e.g., local ADR): coordinate with custodians, align timing/costs with trading, and ensure proper accounting treatment and restriction handling
• Support private investments: coordinate with custodians and prime brokers; track upcoming activities and ensure timely recording and conversion to freely tradable shares
• Partner on process improvement with Operations Technology to surface control enhancements, automation opportunities, and data quality checks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Funds, Trusts, and Other Financial Vehicles