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Artisan Partners · 9 hours ago

Middle Office Operations Associate – Post-Trade Operations

Milwaukee, WI

Full-time

Onsite

Entry Level

1+ years exp

Artisan Partners is seeking a Middle Office Operations Associate to be part of the team which handles post-trade administration supporting equity and derivative trading. The Associate will be primarily responsible for post-trade processing, exception handling, and trade break management while collaborating with internal resources.

Emerging MarketsFinanceFinancial ServicesImpact InvestingWealth Management

Growth Opportunities

Responsibilities

Own post-execution processing for securities transactions; match, affirm, and confirm with custodians, administrators, and executing brokers

Monitor end-to-end trade flows (transmission, receipt, acknowledgements); investigate data quality issues and drive timely resolution and escalation

Manage trade breaks and fails: identify root cause, coordinate with counterparties, and implement corrective actions to reduce repeat incidents

Oversee FX processing for trade and portfolio cash needs; ensure accurate booking, confirmation, and settlement

Maintain reference data and settlement parameters (fees, cycles, broker/custodian attributes) to enable STP

Validate books & records by ensuring counterparties reflect matching trade details and settlement instructions

Document controls and procedures to support compliance with market regulations and internal policies

Support conversions & registrations—public equities (e.g., local ↔ ADR): coordinate with custodians, align timing/costs with trading, and ensure proper accounting treatment and restriction handling

Support private investments: coordinate with custodians and prime brokers; track upcoming activities and ensure timely recording and conversion to freely tradable shares

Partner on process improvement with Operations Technology to surface control enhancements, automation opportunities, and data quality checks

Qualification

Securities operationsTrade processingAnalytical skillsMicrosoft 365OMS/EMS experienceClient service orientationClear communicatorHighly organizedAttention to detail

Required

1–2 years of professional experience in operations, trade processing, financial services, or a related analytical or support role

Bachelor's degree in finance, economics, business, or related field

In-depth knowledge of securities operations and global post-trade processes; exposure to derivatives a plus

Demonstrated attention to detail, ownership mindset, and strong client service orientation

Clear communicator, written and verbal; effective coordination with internal and external stakeholders

Highly organized, proactive, and reliable in fast-paced environments

Proficiency with Microsoft 365 (especially Excel)

Preferred

Experience with Power Apps or Power Automate is a plus

Experience with OMS/EMS (e.g., Charles River, Aladdin), trade matching platforms, portfolio/investment accounting systems, and security master/reference data preferred