Middle Office Operations, Officer

State Street

. Serve as a subject matter expert and lead resolution of complex operational, client, and trade-related issues .

Posted 11/4/2026full-timeUnited StatesMid-LevelSenior💰 $65,000 - $106,250 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client service and operational oversight within financial services, leveraging strong analytical skills and proficiency in Excel to enhance data management and reporting. Capable of identifying process improvements and managing complex client inquiries with effective communication.

Highest-signal resume keywords

Client Service ExcellenceOperational Risk IdentificationExcel ProficiencyData Analysis AutomationFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ExcelVBASQLPythonClient ReportingTransaction ProcessingData ValidationOperational ProceduresProcess ImprovementResearch and Resolution

Soft Skills

Verbal CommunicationWritten CommunicationInterpersonal SkillsProblem-SolvingIndependent Judgment

Tools & Technologies

Trading PlatformsMicrosoft OfficeAI ToolsAutomation Tools

Industry Keywords

Asset ManagementBanking OperationsFinancial ServicesClient Data ManagementOperational Efficiency

Tech Stack

Tools & technologies

PythonSQLVBA

About the role

Key responsibilities & impact

Serve as a subject matter expert and lead resolution of complex operational, client, and trade-related issues
Maintain ownership and oversight of comprehensive client data across trading platforms and internal account records
Deliver high-quality client service through proactive communication, follow-up, research, resolution, and escalation of inquiries
Act as first escalation point for the Operations team across all client types using approved systems and custodian platforms
Prepare, review, validate, and approve standard and ad hoc client reporting
Oversee daily transaction processing routines and adherence to controls, procedures, and service level expectations
Identify operational risks, process gaps, and efficiency opportunities
Apply AI and automation tools to enhance data analysis and streamline operational processes
Support department-wide initiatives, ad hoc projects, and strategic priorities

Requirements

What you’ll need

Exposure to asset management, banking operations, or financial services environments
Strong Excel proficiency, including pivot tables, lookups, and formulas
Working knowledge of Microsoft Office applications
Trading platform experience is a plus
VBA, SQL, and Python are a plus
Ability to synthesize findings and insights into clear, well-organized summaries and client-ready materials
Strong verbal, written, and interpersonal communication skills
Ability to take direction, exercise independent judgment, problem-solve effectively, and deliver results with minimal oversight
5+ years of relevant professional experience
Bachelor’s degree required; Business, Accounting, or Finance preferred

Benefits

Comp & perks

Retirement savings plan (401K) with company match
Basic life insurance
Medical insurance
Dental insurance
Vision insurance
Long-term disability insurance
Optional additional insurance coverages
Paid vacation leave
Paid sick leave
Short-term disability
Family care responsibilities leave
Employee Assistance Program
Incentive compensation, including eligibility for annual performance-based awards
Certain tax-advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Employee networks