Middle Office Associate

Chicago, IL | Boston, MA | Hartford, CT | Washington, DC

The Middle Office Associate role supports core operational functions for OCIO & Institutional Discretionary investment clients, including account onboarding, transaction processing, trading, and maintaining accurate client records. The role partners closely with internal teams and external custodians to ensure regulatory compliance, resolve client inquiries, and consistently deliver high service standards within a fast‑paced, detail‑driven environment.

• Oversee client onboarding and ensure the accurate, timely completion of daily operational activities for Institutional OCIO and Discretionary Practice accounts.
• Lead the setup of complex and nuanced accounts for Institutional OCIO and Discretionary Practice clients, ensuring all requirements are met.
• Partner with the Middle Office Operations Analyst team to facilitate subscriptions, redemptions, and ongoing KYC/AML updates for Private Equity, Hedge Fund, and other alternative investment vehicles.
• Manage client money movements and account service requests in coordination with custodians, banks, and brokerage firms, in strict compliance with firm policies and procedures.
• Maintain comprehensive client records within a client relationship management system, trading platforms, and internal client account records.
• Deliver high‑quality client service by providing timely follow‑up, proactive communication, and serving as a trusted operational resource to internal and external stakeholders.
• Research and respond efficiently to internal and external client inquiries, ensuring timely resolution.
• Apply knowledge and use cases of AI tools to support business objectives and streamline operations.
• Support ad hoc projects and departmental initiatives as assigned by leadership.
• Develop a strong understanding of Fiducient’s core values and consulting team functions to enhance overall client service delivery.
• Support Trade Operations team by executing trades across all client types using approved trading systems and custodian platforms.
• Assist remote Middle Office Associates with pending client requests to ensure continuity and consistency of service.

• Bachelor’s Degree
• 1 Years of Investment Consulting or Financial Industry Experience
• Proficiency in Microsoft Suite
• Knowledge of Securities & Banking Transactions
• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem‑solving skills.
• Innovative, curious, and enthusiastic.
• Detail‑oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.
• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions…