In-Demand Financial research associate Jobs in Southbank, Vic

Escala - Middle Office Operations Analyst
Focus Financial Partners —Melbourne VIC
- Microsoft Excel
- Management
- Administrative experience
13d
Clinical Research Associate
IQVIA —Melbourne VIC
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
Strategy& - Deals | Senior Associate
PWC Australia —Southbank VIC
- Microsoft Powerpoint
- Microsoft Excel
- Research
- Parental leave
Member of Technical Staff (Commercial) - Strategy Consulting track
Artificial Analysis, Inc. —Melbourne VIC
- Full-time
- Computer science
- Computer Science
- Engineering
Quick Apply
Senior Associate – Performance Improvement
Alvarez and Marsal —Melbourne VIC
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- English
Associate Director Research Finance
University of Melbourne —Parkville VIC
- Full-time
- Research
- Finance
- Analysis skills
- Health insurance
- Parental leave
4d
Financial Adviser
First Financial —Kew VIC
- $130,000 - $180,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Senior Associate – Performance Improvement
Alvarez & Marsal —Melbourne VIC
- Microsoft Powerpoint
- Microsoft Excel
- English
Associate Director, Research Development & Grants
La Trobe University —Bundoora VIC
- Full-time
- Research
- Experience working with children
- Recruiting
5d
Tangible Asset Valuations Specialist | Associate Director/Director | Deals Advisory
PWC Australia —Southbank VIC
- Microsoft Office
- Analysis skills
- Organisational skills
- Parental leave
Specialist, R&D Contracts & Business Operations
CSL Behring —Melbourne VIC
- Full-time
- Management
- Finance
- Administrative experience
Associate Consultant
L.E.K. Consulting —Melbourne VIC
- Analysis skills
- Leadership
First Peoples Student & Partnerships Lead
University of Melbourne —Parkville VIC
- $7 - $120,453 a year
- Full-time
- Education
- Leadership
- Health insurance
- Parental leave
1d
Associate, Credit Risk Operations (Debt Collections)
Airwallex —Melbourne VIC
- Full-time
- Salesforce
- SQL
- Communication skills
Horizon EU Specialist
University of Melbourne —Parkville VIC
- $125,191 - $135,504 a year
- Full-time
- Research
- Administrative experience
- Communication skills
- Health insurance
- Parental leave
7d
Senior / Clinical Research Associate
IQVIA —Melbourne VIC
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Associate, Transfer Pricing
Grant Thornton Australia —Melbourne VIC
- $87,000 - $115,000 a year
- Full-time
- Microsoft Excel
- Research
- Analysis skills
- Health insurance
- Gym membership
Commercial Lead - Neuroscience
Ipsen Pty Ltd —Melbourne VIC
- Full-time
- Sales
- Education
- Business
Strategy& - Deals | Manager
PWC Australia —Southbank VIC
- Microsoft Powerpoint
- Microsoft Excel
- Research
- Parental leave
Business and Economics Academic Level B-D (Indigenous Identified Role)
University of Melbourne —Parkville VIC
- $124,656 - $202,556 a year
- Full-time
- Doctoral degree
- Research
- Business
- Health insurance
- Parental leave

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Escala - Middle Office Operations Analyst

Focus Financial Partners
Melbourne VIC

Apply Now

Job Details

13 days ago

Qualifications

Investment
Microsoft Excel
Management
Administrative experience
Communication skills
Time management
Office experience

Full Job Description

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 can be located in Sydney, New South Wales, Australia; Melbourne, Victoria, 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

1-2 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 www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's 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 [email protected].

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Apply Now

Refine Your Search

financial research associate jobs in southbank, vic

Escala - Middle Office Operations Analyst

Clinical Research Associate

Strategy& - Deals | Senior Associate

Member of Technical Staff (Commercial) - Strategy Consulting track

Senior Associate – Performance Improvement

Associate Director Research Finance

Financial Adviser

Senior Associate – Performance Improvement

Associate Director, Research Development & Grants

Tangible Asset Valuations Specialist | Associate Director/Director | Deals Advisory

Specialist, R&D Contracts & Business Operations

Associate Consultant

First Peoples Student & Partnerships Lead

Associate, Credit Risk Operations (Debt Collections)

Horizon EU Specialist

Senior / Clinical Research Associate

Senior Associate, Transfer Pricing

Commercial Lead - Neuroscience

Strategy& - Deals | Manager

Business and Economics Academic Level B-D (Indigenous Identified Role)

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