Job Description
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.
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This role is located in Melbourne, Victoria, Australia.
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Primary Responsibilities
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Operational Task Ownership
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Manage ongoing middle office activities such as client onboarding, asset transfers, cash payments, data entry, reconciliation, weekly custody sweeps, account maintenance, and report preparation.
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Maintain and update databases, CRM systems, and internal records.
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Process Streamlining
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Assist with the transition of key tasks to middle office
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Develop workflows, templates, and checklists to increase efficiency and reduce errors.
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Collaborate with Operations Manager, the Associates, and internal team members to continuously refine processes.
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Quality Control and Risk Management
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Maintain high data integrity across systems and reporting outputs.
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Ensure adherence to compliance, operational risk, and data governance standards.
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Perform regular reconciliations between internal systems and external custodians or counterparties.
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Collaboration and Support
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Work closely with Associate,



Client Relationships, Associates, Advisors, and Operations teams to ensure seamless workflow handovers.
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Serve as a central point of contact for operational inquiries and task tracking.
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Qualifications
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2-5 years of experience in investment operations, middle office, or similar function.
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Prior experience supporting investment management or wealth management teams preferred.
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Familiarity with automation or process improvement tools.
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Strong understanding of investment operations and account administration.
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High attention to detail and accuracy in data handling.
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Proficiency with MS Excel and experience using investment platforms.
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Strong organisational and time management skills, with ability to manage multiple routine tasks.
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Effective communicator with cooperative, service-oriented mindset.
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About Escala
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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.
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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.
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📌 Middle Office Operations Analyst (Victoria)
🏢 Escala
📍 Victoria