Middle Office Operations Analyst

MORGAN MCKINLEY PTE. LTD.; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Morgan McKinley Pte. Ltd. in Singapore seeks an experienced investment operations professional to lead onboarding and ongoing servicing of institutional accounts and separate-account mandates.

You will coordinate with internal teams, institutional clients, custodians and external stakeholders to ensure account openings, setup, funding and ongoing servicing while driving operational excellence and technology initiatives to improve efficiency and service quality.

Qualifications

• 5+ years of experience in investment operations or related financial services
• Hands-on experience with institutional onboarding and account implementation
• Experience coordinating across global teams and custodians
• Familiarity with settlement, cash movements and investment accounting systems
• Ability to identify control gaps and implement solutions
• Experience with process improvement or automation is advantageous

Responsibilities

• Lead end-to-end onboarding and implementation of institutional investment accounts
• Coordinate with internal teams, clients, custodians and external stakeholders
• Oversee account setup, settlement instructions and investment accounting configuration
• Serve as primary operational contact for clients and custodians, resolving issues
• Assess operational risks and implement controls to ensure smooth launches
• Collaborate with regional/global teams on onboarding and product initiatives
• Drive automation and technology enhancements to improve efficiency and service quality
• Provide guidance to junior team members and contribute to continuous improvement

Skills

Investment operations

Onboarding

Stakeholder management

Operational risk

Process improvement

Automation

Education

Finance / Business / Economics degree

Job description

Our client is a leading global investment management firm and they are seeking an experienced investment operations professional to join their team in Singapore, supporting institutional clients and the implementation and ongoing servicing of investment portfolios.

This role offers the opportunity to work across global teams, institutional clients and custodians, while driving operational excellence, process improvements and technology initiatives.

Key Responsibilities

• Lead the end-to-end onboarding and implementation of institutional investment accounts and separate-account mandates, ensuring operational readiness from initial setup through to launch and ongoing servicing.
• Coordinate with internal teams, institutional clients, global custodians and other external stakeholders to facilitate account opening, documentation, system setup, asset transfers and initial funding.
• Oversee account setup and maintenance, including settlement instructions, investment accounting system configuration, cash-flow processing and account amendments.
• Act as a key operational contact for institutional clients, custodians and internal stakeholders, resolving complex operational issues and managing escalations.
• Assess operational risks, identify control gaps and implement effective solutions to ensure smooth and timely account launches.
• Partner with regional and global teams on new client onboarding, operational changes, product initiatives and cross-functional projects.
• Drive process improvements, automation and technology enhancements to improve operational efficiency, scalability and service quality.
• Provide guidance and support to team members, share operational expertise and contribute to continuous improvement initiatives.

Requirements

• Degree in Finance, Business, Economics or a related discipline.
• At least 5 years of experience in investment operations, institutional onboarding, account implementation or a related financial services function.
• Hands‑on experience supporting institutional separate accounts, segregated mandates or separately managed accounts is a requirement.
• Strong understanding of institutional portfolio onboarding, including account setup, custodian coordination, operational readiness and ongoing account servicing.
• Familiarity with investment operations processes, such as securities settlement, cash movements, asset transfers, reconciliations and investment accounting systems.
• Experience managing multiple stakeholders and coordinating regional or global teams to deliver operational projects.
• Strong problem‑solving, risk management and communication skills, with the ability to manage complex issues independently.
• Experience in process improvement, system implementation, UAT or automation would be advantageous.