Middle Office Operations, Officer

State Street•Quincy, MA

2d•$65,000 - $106,250

About The Position

As an Officer, the role supports premier investment management clients by overseeing day-to-day transactional and trade operations. It is accountable for operational integrity, data accuracy, and high-quality client service in a fast-paced environment, requiring independent judgment, leadership, and the ability to manage complex issues across stakeholders. The position serves as a key escalation point and first line of defense for identifying, mitigating, and escalating potentially risky activity. It partners with internal teams and external stakeholders to ensure operational excellence, strengthen controls, and contribute 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, problem-solve, and deliver results with minimal oversight in a dynamic environment.

Nice To Haves

A degree in Business, Accounting, or Finance is preferred.
Trading platform experience.
VBA, SQL, or Python.

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, and research and resolution of inquiries, escalating as needed.
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 improve operating models and workflows.
Apply practical use cases of AI and automation tools 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.
Basic life, medical, dental, vision, long-term disability, and optional insurance coverage.
Paid time off, including vacation and sick leave, and support for short-term disability and family care responsibilities.
Employee Assistance Program.
Eligibility for annual performance-based incentive awards, excluding 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.