Middle Office Operations, Officer

State Street•Quincy, MA

2d•$65,000 - $106,250

About The Position

The Officer works with State Street teams across the globe to support investment management clients and oversee day-to-day transactional and trade operations. The role is accountable for operational integrity, data accuracy, and high-quality client service in a fast-paced environment, and requires independent judgment and leadership in managing complex issues across multiple stakeholders. The position serves as a subject matter expert and escalation point for complex operational, client, and trade-related matters. It oversees client data, transaction processing, reporting, controls, and service expectations while identifying operational risks and opportunities to improve processes. The role also applies practical AI and automation use cases and contributes to department initiatives and strategic priorities. State Street describes its benefits program as including retirement savings with company match; insurance coverage; paid time off; access to an Employee Assistance Program; incentive compensation eligibility; and certain tax-advantaged savings plans. The company also highlights inclusive development opportunities, flexible work-life support, paid volunteer days, and employee networks.

Requirements

5+ years of relevant professional experience.
Bachelor's degree required.
Strong Excel proficiency, including pivot tables, lookups, and formulas.
Working knowledge of Microsoft Office applications.
Ability to synthesize findings and insights into clear, well-organized summaries and client-ready materials.
Strong verbal, written, and interpersonal communication skills.
Self-driven and adaptable, with the ability to take direction, exercise independent judgment, solve problems effectively, and deliver results with minimal oversight in a dynamic environment.

Nice To Haves

Exposure to asset management, banking operations, or financial services environments.
Trading platform experience.
VBA, SQL, or Python experience.
A degree in Business, Accounting, or Finance.

Responsibilities

Serve as a subject matter expert and lead resolution of complex operational, client, and trade-related issues involving clients, custodians, brokers, counterparties, and internal teams.
Maintain ownership and oversight of client data across trading platforms and internal account records, ensuring accuracy and consistency.
Provide high-quality client service through proactive communication, timely follow-up, research, and resolution of inquiries, escalating when appropriate.
Act as the Operations team's first escalation point and manage and resolve actions across client types using approved systems and custodian platforms.
Prepare, review, validate, and approve standard and ad hoc client reporting, ensuring data integrity and alignment with client and regulatory requirements.
Oversee daily transaction processing routines and ensure compliance with established controls, procedures, and service-level expectations.
Identify operational risks, process gaps, and efficiency opportunities, partnering with peers and leadership to optimize operating models and workflows.
Apply practical AI and automation use cases to support business objectives, enhance data analysis, and streamline operational processes.
Support department-wide initiatives, ad hoc projects, and strategic priorities as assigned by leadership.

Benefits

401(k) retirement savings plan with company match.
Insurance coverage including basic life, medical, dental, vision, and long-term disability, with other optional coverages.
Paid time off including vacation, sick leave, short-term disability, and family care responsibilities.
Access to an Employee Assistance Program.
Eligibility for annual performance-based incentive awards, with exclusions for certain sales roles subject to sales incentive plans.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.