Middle Office Project Manager/Business Analyst, Officer
About The Position
As a Business Analyst / Project Manager (Officer) within Middle Office Operations, you will be responsible for managing technical improvement and implementation initiatives that bridge business operations and technology teams. This role focuses on executing defined projects that enhance processes, controls, data quality, and system capabilities across the middle office. Working under the direction of senior project or program leadership, you will partner closely with business stakeholders and IT teams to translate operational needs into implementable solutions and ensure changes are delivered in a controlled, timely, and effective manner. The Middle Office plays a critical role in safeguarding operational integrity while supporting scale, efficiency, and client outcomes. This position supports that mission by driving structured delivery of technology enabled improvements, ensuring business requirements are clearly defined, risks are identified and managed, and new solutions are successfully implemented and adopted. This role directly contributes to improved control execution, operational resilience, and consistency across middle office processes.
Requirements
- Experience managing projects or initiatives that involve both operational teams and technology partners.
- Strong ability to understand operational processes and translate business needs into actionable project requirements.
- Excellent organizational skills, with the ability to manage multiple priorities and dependencies.
- Strong written and verbal communication skills, with the ability to clearly convey status, risks, and impacts to stakeholders.
- Proactive, execution focused mindset with strong ownership and follow through.
- Comfort working within established governance frameworks while driving timely delivery.
- Advanced proficiency in Excel and Microsoft Office (Excel, PowerPoint, Word), including pivot tables, lookups, formulas, and data validation techniques, with the ability to analyze large datasets, assess data integrity, and clearly present findings, risks, and recommendations to stakeholders.
- Bachelor’s degree required or equivalent professional experience.
- 5–8 years of relevant experience in project management, operations, technology enablement, or financial services environments.
Nice To Haves
- Experience supporting middle office, operations, or data driven initiatives preferred.
- Familiarity with project tracking tools such as Jira or Microsoft Project and VBA, SQL, Python is a plus.
- Formal project management certification (e.g., PMP) preferred but not required.
Responsibilities
- Document business requirements and ensure controls, and governance artifacts are maintained in line with established standards.
- Manage assigned middle office technology and process improvement projects or workstreams, coordinating activities between business teams and IT partners.
- Partner with operational stakeholders to document business requirements, current state processes, and control considerations, translating them into clear project deliverables.
- Coordinate project execution activities, including planning, dependency tracking, issue and risk management, and milestone oversight.
- Serve as a central point of coordination between Operations, Technology, and other stakeholders to support solution design, testing, and implementation.
- Track and report on project status, risks, and issues, escalating concerns in a timely and structured manner to senior leadership.
- Support testing, implementation, and post implementation activities to ensure solutions meet business requirements and integrate effectively into existing workflows.
- Contribute to continuous improvement by identifying lessons learned and opportunities to strengthen project execution and delivery approaches.
Benefits
- competitive and comprehensive benefits packages
- generous medical care
- insurance
- savings plans
- flexible Work Programs
- wealth of development programs
- educational support
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- matching gift programs
- access to employee networks
- retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards
- eligibility for certain tax advantaged savings plans
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
