Middle Office Operations Analyst

Position SummaryThe Middle Office Operations Analyst will take ownership of ongoing administrative and operational processes to support our client experience. This role supports front-line investment teams by improving efficiency, reducing manual workload, and ensuring accuracy and timeliness in all processes. The position serves as a bridge between the front office and back office, enhancing scalability and allowing the Associate, Client Relationships team members to focus on client-facing and analytical priorities.
This role is located in Melbourne, Victoria, Australia.
Primary Responsibilities
Operational Task OwnershipManage ongoing middle office activities such as client onboarding, asset transfers, cash payments, data entry, reconciliation, weekly custody sweeps, account maintenance, and report preparation.Maintain and update databases, CRM systems, and internal records.Process StreamliningAssist with the transition of key tasks to middle officeDevelop workflows, templates, and checklists to increase efficiency and reduce errors.Collaborate with Operations Manager, the Associates, and internal team members to continuously refine processes.Quality Control and Risk ManagementMaintain high data integrity across systems and reporting outputs.Ensure adherence to compliance, operational risk, and data governance standards.Perform regular reconciliations between internal systems and external custodians or counterparties.Collaboration and SupportWork closely with Associate, Client Relationships, Associates, Advisors, and Operations teams to ensure seamless workflow handovers.Serve as a central point of contact for operational inquiries and task tracking.
Qualifications2–5 years of experience in investment operations, middle office, or similar function.Prior experience supporting investment management or wealth management teams preferred.Familiarity with automation or process improvement tools.Strong understanding of investment operations and account administration.High attention to detail and accuracy in data handling.Proficiency with MS Excel and experience using investment platforms.Strong organisational and time management skills, with ability to manage multiple routine tasks.Effective communicator with collaborative, service-oriented mindset.
About EscalaFounded in 2013, Escala is an Australian private wealth investment and advisory firm with offices in Sydney and Melbourne, serving high-net-worth and ultra-high-net-worth individuals and families, family offices and not-for-profit organisations. The firm is known for its research-led, client-first approach and delivers highly personalised advice across wealth, investment and portfolio strategy.
As part of Focus Financial Partners, Escala combines specialist local advice with the backing of a global platform, giving clients access to institutional-grade capabilities and insights through a highly personalised advisory model.