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

• 25 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.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates 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. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

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