Middle Office Operations, Officer

State Street • Irvine, CA

1d

About The Position

The Middle Office Operations Officer supports premier investment management clients by overseeing 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, leadership, and management of complex issues across multiple stakeholders.

The Officer serves as a subject matter expert and key escalation point, helping identify, mitigate, and escalate potentially risky activity. Working with internal teams and external stakeholders, the position strengthens controls, supports operational excellence, and contributes to solutions that improve client services.

Requirements

• At least 5 years of relevant professional experience.
• Bachelor’s degree required.
• Exposure to asset management, banking operations, or financial services environments.
• Strong Excel proficiency, including pivot tables, lookups, and formulas, and 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, able to take direction, exercise independent judgment, solve problems, and deliver results with minimal oversight in a dynamic environment.

Nice To Haves

• Bachelor’s degree in Business, Accounting, or Finance.
• Trading platform experience.
• VBA, SQL, or Python experience.

Responsibilities

• Lead the resolution of complex operational, client, and trade-related issues involving clients, custodians, brokers, counterparties, and internal teams.
• Maintain ownership and oversight of comprehensive client data across trading platforms and internal account records, ensuring accuracy and consistency.
• Provide proactive client communication, timely follow-up, research, and resolution of internal and external inquiries, escalating as 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 adherence to established controls, procedures, and service-level expectations.
• Identify operational risks, process gaps, and efficiency opportunities, and partner with peers and leadership to improve operating models and workflows.
• Use practical AI and automation applications to support business objectives, enhance data analysis, and streamline processes.
• Support department-wide initiatives, ad hoc projects, and strategic priorities as assigned by leadership.

Benefits

• Retirement savings plan (401K) with company match.
• Insurance coverage including basic life, medical, dental, vision, and long-term disability, with optional additional coverages.
• Paid time off, including vacation, sick leave, short-term disability, and family care responsibilities.
• Access to an Employee Assistance Program.
• Incentive compensation, including eligibility for annual performance-based awards, with stated exclusions for certain sales roles.
• Eligibility for certain tax-advantaged savings plans.
• Inclusive development opportunities, flexible work-life support, and paid volunteer days.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior