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
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