Sydney, Current South Wales, Australia; Melbourne, Victoria, AustraliaPosition 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.
We are open to hearing from graduates, as well as students who are due to complete their studies at the end of **** and are available to work part-time while finishing their degree.This role can be located in Sydney, New South Wales, Australia; Melbourne, Victoria, Australia.Primary ResponsibilitiesOperational 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.QualificationsBachelor's degree in Commerce, Business, Finance (or a related field), or equivalent relevant work experience.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.AboutFocus Partners AustraliaFocus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services.
Focus Partners Australia offers integrated capabilities ininvestment and portfolio management,accounting, lending,insuranceand related services from its offices in Sydney,



Melbourne,Brisbaneand the Gold Coast.
Guided by a client-first ethos, weleveragethe globalexpertise,platformsand capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance,creditand tax.
By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow,and transition their wealth at every life stage.Discover more about FocusPartners Australia atfocuspa.com.au/ orLinkedIn .
Apply for this job*indicates a required fieldFirst Name *Last Name *Preferred First NameEmail *PhoneCountryPhoneResume/CVEnter manuallyAccepted file types: pdf, doc, docx, txt, rtfEnter manuallyAccepted file types: pdf, doc, docx, txt, rtfLinkedIn ProfileWebsiteLinkedIn ProfileWebsiteWill you now, or in the future, need sponsorship to work at Focus Partners?
* Select...Do you have a non-solicitation agreement or any other agreement with your current or former employer that contains restrictive covenants that are still in effect?
* Select...My expected ANNUAL BASE salary for my next role is: *How did you hear about us?
*What is your notice period at your current company?
*Were you referred by a current employee?
If yes, please provide the name of the employee.
*Are you currently employed by, or have you previously worked for, a Focus Partner or a Focus Network Firm?
- If yes, please list the Partner or Network Firm name.
*One of our employees has a service dog which does come to the office.
Are you comfortable working in an office where there is a dog?
* Select...
#J-*****-Ljbffr

📌 Middle Office Operations Analyst - Efficiency & Data Quality (Sydney)
🏢 Focus Partners Wealth
📍 Sydney