Assistant Vice President, Middle Office Operations

State Street

. Manage and guide a team supporting multiple clients, overseeing daily deliverables and client relationships .

Posted 9/15/2026full-timeIrvine • California • United StatesLead💰 $80,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and operational solutions within custody and portfolio services, leveraging advanced Excel skills and a proactive problem-solving approach to enhance controls and improve processes.

Highest-signal resume keywords

Client Relationship ManagementOperational Solutions DesignAdvanced Excel ProficiencySecurities Processing KnowledgeData Analysis and Presentation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisExcel Pivot TablesExcel FormulasData Validation TechniquesAd Hoc ReportingOperational ControlsProblem-SolvingProcess ImprovementRecordkeeping SystemsInvestment Lifecycle Terminology

Soft Skills

Interpersonal SkillsOrganizational SkillsAttention to DetailWritten CommunicationVerbal Communication

Tools & Technologies

Microsoft OfficeExcelPowerPointWordAI ToolsAutomation Tools

Industry Keywords

CustodyPortfolio ServicesMiddle OfficeFund AccountingClient Deliverables

About the role

Key responsibilities & impact

Manage and guide a team supporting multiple clients, overseeing daily deliverables and client relationships
Analyze, design, and implement client-specific operational solutions for a large, complex client relationship
Ensure established controls are consistently executed, monitored, and adhered to
Act as a primary point of contact for client inquiries related to recordkeeping systems and client file deliveries
Perform and oversee key recordkeeping system functions and daily checks on client deliverables
Investigate discrepancies and ensure resolution within established timelines
Identify trends, recurring issues, and opportunities to enhance controls and improve processes
Take end-to-end ownership of issues through resolution, engaging appropriate teams and communicating status and outcomes
Leverage AI and automation tools to streamline operational tasks and support business objectives
Escalate complex or policy-related issues appropriately, partnering with leadership where clarification or exception handling is required

Requirements

What you’ll need

Bachelor’s degree required; Accounting, Finance, or a related business discipline preferred
Minimum 5–7 years of relevant experience within custody, portfolio services, middle office, or fund accounting environments
Advanced proficiency in Excel and Microsoft Office (Excel, PowerPoint, Word), including pivot tables, lookups, formulas, and data validation techniques
Ability to analyze large datasets, assess data integrity, and clearly present findings, risks, and recommendations
Knowledge of securities processing and investment lifecycle terminology preferred
Strong interpersonal, organizational, and attention to detail skills
Strong written and verbal communication skills
Ability to operate in a fast-paced environment with shifting priorities
Independent problem-solving skills and proactive, solution-oriented mindset
Ability to meet deadlines while applying technical expertise to resolve daily operational challenges
Demonstrated ability to identify control gaps and ensure adherence to established procedures
Experience producing ad hoc reporting and supporting ongoing management and client-driven requests

Benefits

Comp & perks

Generous medical care
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Retirement savings plan (401K) with company match
Paid time off including vacation, sick leave, short term disability, and family care responsibilities
Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Eligibility for certain tax advantaged savings plans
Flexible Work Programs
Development programs and educational support
Paid volunteer days
Matching gift programs
Employee networks
Inclusive development opportunities
Flexible work-life support