Aon

3 weeks ago

Middle Office Associate

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Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Support investment clients by overseeing daily middle-office operations, including onboarding, account setup, and accurate transaction processing for Institutional OCIO and Discretionary Practice accounts. Coordinate with custodians and internal teams to manage client money movements, maintain compliant records and activity logs, and handle KYC/AML documentation updates for alternative investments. Provide responsive service to internal and external inquiries and support ad-hoc projects, including occasional backup trade execution.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Entry level

Key Responsibilities

•Oversee onboarding and ensure accurate, timely daily operational tasks for Institutional OCIO and Discretionary Practice accounts.
•Lead setup of complex Institutional OCIO and Discretionary Practice accounts, ensuring requirements are met.
•Collaborate with Middle Office Operations Analysts to facilitate subscriptions, redemptions, and KYC/AML documentation updates for alternative investments.
•Manage client money movements and account service activities with custodians, banks, or brokerages while following compliance policies.
•Maintain up-to-date records and activity logs and respond efficiently to internal and external client inquiries; back up Trade Operations by executing trades for client types.

Travel: Low travel

Pay and Benefits

Salary: USD 94,000 - 111,000 annually

Key Requirements

•Bachelor’s degree required.
•1+ years of investment consulting or financial industry experience.
•Proficiency in Microsoft Suite.
•Knowledge of securities and banking transactions.
•Ability to communicate clearly, work independently, and be highly detail-oriented with strong judgment and problem-solving skills.

Experience:1+ yearsInvestment consultingFinancial servicesAlternative investmentsHedge fundsPrivate equity

Education:Bachelor's

Skills:CommunicationAdaptabilityIndependent workSound judgmentDetail-oriented

Languages:English

Tech Stack:Microsoft SuiteCRMTrading systems

Company Brief

Aon

Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Aon