Finance - Middle Office Analyst I

Job#: 3058480

Job Description:

Middle Office Analyst

Position Overview

We are seeking a detail-oriented Middle Office Analyst to support day-to-day accounting and operational activities within a financial services environment. This individual will perform cash and position reconciliations, investigate exceptions, review operational documentation, maintain accurate fund and trade records, and help ensure established procedures and controls are consistently followed.

The ideal candidate brings strong analytical judgment, works accurately in a high-volume environment, and is comfortable researching operational issues through resolution.

Key Responsibilities

• Support daily middle office and accounting operations, including cash and position reconciliations, cash management activities, quality-control reporting, and client-specific operational processes.
• Research reconciliation breaks, operational exceptions, and processing discrepancies to identify root causes and support timely resolution.
• Review moderately complex documents and transactions to confirm compliance with established policies, procedures, controls, and service-level agreements.
• Verify that operational processing has been completed accurately and with appropriate risk controls.
• Track fund data and trading activity while maintaining complete and accurate records.
• Identify potential process failure points and document findings through clear error reports and operational updates.
• Manage moderate to high transaction and document volumes while balancing competing deadlines.
• Support conversion efforts from legacy workflows to standardized platforms and processes.
• Communicate findings, risks, and unresolved issues clearly to internal stakeholders.
• Contribute to process-improvement efforts, including opportunities involving automation or AI-enabled operational tools.

Required Qualifications

• Bachelor's degree or an equivalent combination of education and relevant professional experience.
• Strong analytical and problem-solving skills, including the ability to research issues, identify root causes, and exercise sound judgment.
• Demonstrated ability to multitask, prioritize competing deadlines, and deliver accurate work in a high-volume environment.
• Strong attention to detail with a control-focused approach to reviewing transactions, records, and operational processes.
• Clear written and verbal communication skills.
• Curious, adaptable, and proactive approach to learning, collaboration, and continuous improvement.

Preferred Qualifications

• Bachelor's degree.
• Previous experience in financial services, operations, accounting support, or a related environment.
• Experience with middle office operations, fund accounting, trade support, or transaction-based processing.
• Familiarity with cash or position reconciliations, exception management, and operational controls.
• Mutual fund experience.
• Experience working for an asset servicer, custodian, fund administrator, asset manager, broker-dealer, or similar financial institution.
• Exposure to process-improvement initiatives, workflow automation, or AI-enabled operational tools.

Position Details

• Employment type: Six-month contract with the possibility of extension based on business needs
• Work arrangement: Hybrid
• Schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m., with occasional overtime
• Anticipated start: As soon as possible

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

Pittsburgh, PA, US

Job Type:

Date Posted:

November 13, 2026

Pay Range:

$33 - $33 per hour

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