Escala - Middle Office Operations Analyst

Position Summary

The 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 Sydney, New South Wales, Australia.

Primary Responsibilities

Operational Task Ownership

• Manage 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 Streamlining

• Assist with the transition of key tasks to middle office
• Develop 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 Management

• Maintain 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 Support

• Work 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.

Qualifications

• 2-5 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 Escala
Founded 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.