Middle Office Operations, Officer

State Street•Quincy, MA

1d•$60,000 - $101,250•Hybrid

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 the ability to manage complex issues involving multiple stakeholders. The Officer serves as a subject matter expert and escalation point, resolving operational, client, and trade-related issues and helping identify, mitigate, and escalate risk. The role partners with internal teams and external stakeholders to strengthen controls, support operational excellence, and develop improvements to client service and workflows. The position requires working in the office four days per week.

Requirements

At least 4 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.
Ability to take direction, exercise independent judgment, solve problems, adapt, and deliver results with minimal oversight in a dynamic environment.

Nice To Haves

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

Responsibilities

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 proactive client communication, timely follow-up, and research and resolution of 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 reports, 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 improve operating models and workflows.
Use practical applications of AI and automation tools to support business objectives, improve data analysis, and streamline processes.
Support department-wide initiatives, ad hoc projects, and strategic priorities assigned by leadership.

Benefits

Retirement savings plan (401K) 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.
Employee Assistance Program.
Eligibility for annual performance-based incentive awards, subject to role-specific exclusions.
Eligibility for certain tax-advantaged savings plans.
Flexible work programs.
Development programs and educational support.
Paid volunteer days.
Matching gift programs.
Employee networks.