Middle Office Operations, Senior Associate

State Street; Irvine (CA); On-site; USD 58,240 - 92,560; Full time

Job summary

State Street in Irvine, California seeks an experienced professional to oversee day-to-day accounting and support premier investment management clients. This role emphasizes operational discipline and client focus, requiring exceptional communication skills.

You will interact closely with internal teams and stakeholders to escalate potential risks while ensuring accuracy in client data. A Bachelor's degree is required, alongside 2–4 years of relevant experience. Strong knowledge of Microsoft Office, and familiarity with trading platforms are essential.

The position requires on-site work four days a week, offering a competitive salary range of $58,240 - $92,560 annually.

Qualifications

• 2–4+ years of relevant professional experience.
• Experience in asset management, banking operations, or financial services.
• Strong verbal and written communication skills.

Responsibilities

• Resolve complex operational and client-related issues.
• Maintain accurate information across client trading platforms.
• Deliver high-quality service through proactive communication.
• Respond efficiently to client inquiries ensuring timely resolution.
• Support daily processing routines and regulatory standards.
• Prepare and validate client reporting for accuracy.
• Apply data analytics to improve processing.

Skills

Client focus

Operational discipline

Interpersonal communication

Problem-solving

Adaptability

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. You will have immediate responsibility for overseeing day-to-day accounting, lifecycle and trade-related activities in a fast-paced, highly collaborative environment. This role requires strong client focus, operational discipline, and the ability to work independently while managing competing priorities.

Why this role is important to us

You will serve as a first line of defense in identifying and escalating potentially risky activity while ensuring accuracy across client and transaction data. Working closely with internal partners and external stakeholders, you will contribute to a high-visibility team focused on delivering exceptional client service and implementing innovative, efficient solutions that enhance how State Street serves its clients.

What You Will Be Responsible For

• Act as a resource within the assigned business unit to resolve complex operational and client-related issues involving clients, counterparties, custodians, brokers, and internal teams.
• Maintain comprehensive and accurate information across client trading platforms, and internal records.
• Deliver high-quality service through timely follow-up, proactive communication, and serving as a trusted operational partner to internal and external stakeholders.
• Research, analyze, and respond efficiently to internal and external client inquiries, ensuring timely and effective resolution.
• Support the Operations team by managing and resolving actions across all client types using approved systems and custodian platforms.
• Perform processing and control-related tasks as required to support daily processing routines and regulatory standards.
• Prepare, complete, review, and validate standard and ad hoc client reporting to ensure accuracy and consistency.
• Apply data analytics and application knowledge to identify and create solutions to improve processing.

What We Value

• Exposure to asset management, banking operations, or financial services environments.
• Working knowledge of Microsoft Office applications, experience with trading platforms and VBA, SQL, Python is a plus.
• Strong verbal, written, and interpersonal communication skills.
• Highly self-driven, with the ability to take direction, problem-solve independently, and deliver results with minimal oversight.
• Adaptability when priorities shift, with the ability to work independently and manage ambiguity effectively.

Education & Preferred Qualifications

• 2–4+ years of relevant professional experience.
• Bachelor’s degree required; Business-related major, Accounting, or Finance preferred.

Work Requirement

This position is primarily onsite and requires employees to work in the office four (4) days per week.

Salary Range

$58,240 - $92,560 Annual (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.)

Equal Opportunity Employer

State Street is an equal opportunity and affirmative action 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.

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.

Job ID

R-791666