Position Summary
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.
It serves as a bridge between the front office and back office, enhancing scalability and allowing Associate, Client Relationships team members to focus on client‐facing and analytical priorities.
The role is located in Sydney, New South Wales, Australia.
Primary Responsibilities
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.
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, Associates, and internal team members to continuously refine processes.
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.
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 a collaborative, service‐oriented mindset.
About Escala
Founded in ****, 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.
About Focus Financial Partners




Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.
With deep expertise and expansive resources combined with a boutique, client‐first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalised solutions tailored to their unique needs.
Equal Opportunity Employer Statement
Focus is an equal‐chance employer and bases its employment decisions on the employee or candidate's skillset, and without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.
For California applicants: information on your privacy rights can be found here.
For Indiana applicants: it is unlawful for an employer to discriminate on the basis of veteran status.
For Maryland applicants: under Maryland law, employers may not require or demand a polygraph test.
For Massachusetts applicants: it is unlawful to require a lie detector test.
For Montana applicants: employment relationship is governed by the Wrongful Discharge from Employment Act.
For Rhode Island applicants: Focus complies with workers‐compensation requirements and relevant state laws.
#J-*****-Ljbffr

📌 Escala - Middle Office Operations Analyst (New South Wales)
🏢 Focus Financial Partners
📍 New South Wales