Middle Office Operations, Officer

State Street; Irvine (CA); On-site; USD 65,000 - 106,250; Full time

Benefits offered by this job

401K with company match

Comprehensive insurance coverage

Paid-time off including vacation

Employee Assistance Program

Job summary

State Street is seeking an Officer in Irvine, California to support investment management clients by overseeing transactional and trade operations. This role involves ensuring operational integrity, managing issues, and maintaining valuable client relationships.

The ideal candidate will have at least 4 years of experience in financial services, strong Excel skills, and the ability to work independently. A competitive salary ranging from $65,000 to $106,250 annually is offered, along with comprehensive benefits packages.

Qualifications

• 4+ years of relevant professional experience.
• Experience in investment management or financial services.
• Ability to manage operational, client, and trade-related issues.

Responsibilities

• Lead resolution of complex operational issues.
• Ensure data accuracy across trading platforms.
• Deliver high-quality client service.

Skills

Asset management exposure

Strong Excel proficiency

Communication skills

Problem-solving

AI and automation tools knowledge

Education

Bachelor’s degree

Business, Accounting, or Finance preferred

Tools

Microsoft Office

VBA

SQL

Python

Job description

Who we are looking for

In this role, you will work with State Street teams across the globe to support premier investment management clients. As an Officer, you will have direct accountability for overseeing day‑to‑day transactional and trade operations, ensuring operational integrity, data accuracy, and high‑quality client service in a fast paced and dynamic environment. This role requires independent judgment, strong leadership capabilities, and the ability to manage complex issues across multiple stakeholders.

Why this role is important to us

You will serve as a key point of escalation and a first line of defense in identifying, mitigating, and escalating potentially risky activity. Through close partnership with internal teams and external stakeholders, you will play a critical role in ensuring operational excellence, strengthening controls, and contributing to innovative solutions that enhance how State Street services its clients.

What you will be responsible for

As an Officer, you will:

• Serve as a trusted subject matter expert within the business unit, leading the resolution of complex operational, client, and trade‑related issues involving clients, custodians, brokers, counterparties, and internal teams.
• Maintain ownership and oversight of comprehensive client data across trading platforms and internal account records, ensuring accuracy and consistency.
• Deliver high‑quality client service through proactive communication, timely follow‑up, and effective research and resolution of internal and external client inquiries, including appropriate escalation as needed.
• Act as the first escalation point for the Operations team by managing and resolving actions across all client types using approved systems and custodian platforms.
• Prepare, review, validate, and approve standard and ad hoc client reporting, ensuring data integrity and alignment with client and regulatory requirements.
• Provide oversight of daily transaction processing routines, ensuring adherence to established controls, procedures, and service level expectations.
• Identify operational risks, process gaps, and efficiency opportunities, partnering with peers and leadership to optimize operating models and workflows.
• Apply practical use cases of AI and automation tools to support business objectives, enhance data analysis, and streamline operational processes.
• Support department‑wide initiatives, ad hoc projects, and strategic priorities as assigned by leadership.

What we value

• Exposure to asset management, banking operations, or financial services environments.
• Strong Excel proficiency (pivot tables, lookups, and formulas) and working knowledge of Microsoft Office applications; trading platform experience and VBA, SQL, 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.
• Highly self‑driven and adaptable, with the ability to take direction, exercise independent judgment, problem‑solve effectively, and deliver results with minimal oversight in a dynamic, evolving environment.

Education & Preferred Qualifications

• 4+ years of relevant professional experience.
• Bachelor’s degree required; Business, Accounting, or Finance preferred.

Work Requirement

• This role requires four (4) days per week working in the office.

Salary Range

$65,000 - $106,250 Annual. The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Benefits

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long‑term disability, and other optional additional coverages; paid‑time off including vacation, sick leave, short‑term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax‑advantaged savings plans.

Job Application Disclosure

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 law shall be subject to criminal penalties and civil liability.

End Date

August 31, 2026

Additional Information

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Equal Opportunity Employer

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.