Senior Middle Office Operations Lead

State Street; Quincy (MA); On-site; USD 65,000 - 106,000; Full time

Job summary

State Street in Massachusetts is seeking an Officer to oversee day-to-day transactional and trade operations, ensuring data accuracy and high-quality client service in a fast-paced environment. You will lead complex issues, manage client data across trading platforms, and provide proactive reporting, escalation, and oversight of daily processing while applying AI and automation where appropriate.

This role requires independent judgment, strong leadership, and collaboration with global teams to

Qualifications

• 5+ years of relevant professional experience.
• Bachelor’s degree required; Business, Accounting, or Finance preferred.
• Strong Excel proficiency; VBA, SQL, Python are a plus.
• Ability to synthesize findings and insights into clear, client-ready summaries.

Responsibilities

• 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 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.

Skills

Operational excellence

Data accuracy

Strong communication

Leadership

Independent judgment

Excel

VBA

SQL

Python

Education

Bachelor’s degree in Business/Accounting/Finance

Tools

Excel

VBA

SQL

Python

Job description

State Street in Massachusetts is seeking an Officer to oversee day-to-day transactional and trade operations, ensuring data accuracy and high-quality client service in a fast-paced environment. You will lead complex issues, manage client data across trading platforms, and provide proactive reporting, escalation, and oversight of daily processing while applying AI and automation where appropriate.

This role requires independent judgment, strong leadership, and collaboration with global teams to