Middle Officer

Overview
Our client is a single-family office investing across all asset classes globally. To support their growth, they are looking to hire an experienced

Middle Officer

to reinforce the team.

The Middle Officer will play a key operational support role, working closely with the Portfolio Managers and other internal stakeholders. This position requires a hands‑on professional with strong analytical skills and a solid understanding of investment operations, cash management, and reporting processes.

Responsibilities

Reconcile trade executions and ensure accuracy across counterparties

Control and validate bank charges and transaction fees

Maintain a comprehensive record of intra‑group cash movements

Monitor and reconcile daily account cash movements

Prepare and verify bank payment instructionsSupport the Portfolio Managers with ad hoc projects and investment‑related tasks

Collect and report on cash rates weekly; forecast and monitor liquidity position

Contribute to financial and investment reporting processes, with the opportunity to take on greater reporting responsibilities over time

Support operational risk monitoring and internal control initiatives

Ensure accurate documentation and reconciliation of transactions

Assist with regulatory documentation and KYC requests from counterparties

Liaise with external providers as needed

Contribute to accounting processes (experience in accounting is a plus)

Requirements

Education: University degree in Finance, Accounting, or a related field.

Experience: 3–5 years of relevant experience in a Middle Office, Family Office, Private Bank, or Wealth Management environment.

Seniority Level
Mid‑Senior level

Employment type
Full-time

Job function
Finance and Sales

#J-18808-Ljbffr