MIDDLE OFFICE ANALYST JOB DESCRIPTION

Few roles inside a defense program office carry the cross-domain accountability that defines military analysis work. A Military Analyst holds ownership of the analytical products - readiness assessments, force structure recommendations, experimentation findings - that inform resource and acquisition decisions within DoD program offices, Combatant Commands, and TRADOC Battle Labs. Secret or TS/SCI clearance is the baseline entry condition. The work demands fluency in both quantitative methods and operational doctrine, translating raw program data, CASREP feeds, and Systems Health Assessment outputs into actionable guidance for senior military and civilian leadership.

As the Military Analyst, you convert complex operational data and defense program intelligence into structured assessments that steer acquisition investments, readiness priorities, and force development strategies across DoD and military command customers. You operate within a contractor or government-embedded team, supporting program offices, Combatant Commands, or TRADOC elements and reporting through a project or division manager while maintaining direct accountability to the government customer.

Career Impact: Producing assessments that reach the Secretary of Defense, Congress, or Flag-level commanders positions a Military Analyst's analytical portfolio at a tier that few civilian equivalents can access.

Business Impact: When readiness gaps in ship classes or force structure go unanalyzed, acquisition funds get misallocated - the Military Analyst's findings directly prevent that outcome for programs carrying multi-billion-dollar lifecycle costs.

Growth Opportunity: Mastery of DoD acquisition processes, wargaming methodology, and Identity Management TTPs expands into program management, senior intelligence roles, or Operations Research leadership within the defense contractor market.

• Analyze readiness data, CASREP feeds, and Systems Health Assessments to identify root causes of systemic failures and recommend corrective actions.
• Develop and brief analytical products - including assessments, program impact statements, and force structure recommendations - for senior military and civilian leadership.
• Lead or participate in working groups, IPTs, and program development forums to advance contract deliverables and customer requirements.
• Coordinate across engineering, logistics, financial management, and contracting disciplines to synchronize documentation and program priorities.
• Design and execute experimentation planning products, including experiment proposals and scenario development inputs, aligned to annual objectives.
• Monitor program quality standards and assure compliance across contract deliverables, documentation, and reporting timelines.
• Evaluate operational and doctrinal options, comparing program designs and alternatives against stated user requirements and emerging doctrine.
• Support acquisition and lifecycle management activities by translating technical requirements into budgetary allocations and programmed funding plans.

• Bachelor's degree in engineering, operations research, mathematics, science, or a related technical or business field, or equivalent work experience.
• Five or more years of military analysis experience supporting DoD programs, Combatant Commands, or TRADOC elements, with demonstrated analytical product delivery.
• Active DoD Secret clearance, verifiable and current, with eligibility for upgrade to TS/SCI as program requirements dictate.
• Demonstrated experience conducting qualitative and quantitative analysis of operational requirements, force structure, or acquisition program performance.
• Proficiency in financial and budgetary analysis, including interpretation of funding documents, obligation tracking, and cost-schedule performance monitoring.
• Strong written and oral communication skills, with the ability to develop and present briefings for senior military officers and executive-level civilians.
• Knowledge of DoD acquisition processes, lifecycle management frameworks, or military doctrine applicable to the supported program area.
• US citizenship required for clearance eligibility and access to classified environments.

• Master's degree in operations research, national security studies, systems engineering, or a related field, or graduation from a Service Command and Staff College.
• Experience with identity management TTPs, OPSEC planning, or ISR operations within a CCMD J2X or J3X environment.
• Familiarity with Navy or Army lifecycle management systems, including readiness tracking databases and logistics information platforms.
• Prior military service as an officer or senior NCO, or equivalent government civilian experience embedded with a program office or Battle Lab.

• Analytical product on-time delivery rate, measuring adherence to government-directed reporting schedules.
• Clearance maintenance status, reflecting uninterrupted access required for classified program support.
• Working group action-item closure rate, measuring follow-through on commitments made in IPTs and readiness forums.
• Briefing acceptance rate at senior leadership level, indicating the accuracy and utility of delivered assessments.
• Systems Health Assessment recommendation adoption rate, reflecting the operational value of analyst findings to program offices.
• Typical tools: Enterprise resource planning systems (commonly SAP or NAVSEA ERP variants); presentation and analysis suites (commonly Microsoft Excel, PowerPoint)

• Base Salary Range: $95,000 to $145,000 depending on clearance level and program
• Bonus: Annual performance bonus, typically 5 to 10 percent of base
• Equity: Generally not offered; common in ESOP structures at some contractors
• Health Benefits: Medical, dental, and vision coverage for employee and dependents
• PTO: 15 to 20 days annually plus federal holidays
• Common Perks: Clearance sponsorship, tuition reimbursement, professional development funding, relocation assistance

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including criminal history and credit review where applicable to clearance requirements, are a condition of employment. All qualified applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process upon request. Candidates must be authorized to work in the United States and meet applicable security clearance eligibility requirements prior to starting in this role.

The Middle Analyst Office owns the end-to-end middle office process supporting investment funds' activity in capital markets, matching client trade instructions with broker confirmations and resolving discrepancies across platforms. Working closely with internal and external stakeholders including oversight teams, this role delivers accurate settlement and payment instructions to custodian banks while maintaining audit-ready procedures and Management Information System reporting across all clients.

Key Responsibilities

• Perform Middle Office processes supporting investment funds' activity in the capital markets.
• Match client trade instructions with confirmations from brokers.
• Investigate and resolve discrepancies between client instructions and broker confirmations.
• Send and monitor settlement and payment instructions to custodian banks.
• Support clients' inquiries and provide transaction reporting and ancillary activities.
• Foster strong working relationships with internal and external stakeholders including oversight teams.
• Participate in business initiatives, client on-boarding, and documenting new processes.
• Ensure team procedures and audit requirements are updated and maintained across all clients and processes.
• Escalate issues or potential issues that could negatively impact department performance in a timely manner.
• Ensure effective Management Information System reporting for the serviced area.
• Take ownership over resolution of unusual queries and issues reported by clients.

Required Qualifications

• Minimum 1 year of experience in institutions linked to capital markets or banking operations.
• Higher education in economics or a related field.
• Basic knowledge of accounting or trade settlement required.
• Knowledge of the construction and functioning of different financial instruments.
• SWIFT knowledge is advantageous.
• Experience in project participation is beneficial.
• Certificate in banking or finance is beneficial.
• Very good knowledge of MS Excel including pivot tables and vlookups.
• Fluent English required, other languages beneficial.

Embedded within a billion-dollar hedge fund's operations team, the Middle Analyst Office delivers independent price verification, valuation, and PNL production across a broad range of instrument types including equities, fixed income, and OTC and exotic transactions. Working closely with traders, counterparties, and internal departments spanning operations, risk, legal, and investor relations, this role ensures real-time accuracy of performance and risk metrics that senior management and portfolio managers depend on.

Core Functions

• Perform independent price verification, valuation, and PNL production.
• Monitor markets and internal systems to ensure real-time, accurate performance and risk metrics for portfolio managers and senior management.
• Diagnose and fix issues with performance and risk metrics as they arise.
• Provide routine services including corporate action processing, P and L analysis and attribution, and fund NAV verification.
• Oversee and develop valuation methodologies and model appropriateness.
• Perform routine independent modelling of OTC and exotic transactions.
• Interact extensively with traders, counterparties, and internal support departments including operations, trade support, risk, software development, legal, treasury, and investor relations.
• Perform reviews incorporating all relevant information to the valuation process including transaction structure analysis and modelling methodology.

Qualifications and Experience

• Bachelor's degree required, with majors in finance, mathematics, or related fields.
• 3+ years of experience in a product valuation or product control role with exposure to a broad suite of financial instruments.
• Pricing knowledge in equities, rates, options, and fixed income required.
• Basic programming proficiency in SQL and Python is a plus.
• CFA candidate is a plus.
• Advanced proficiency in Microsoft Office applications.

Reporting to senior management, the Middle Analyst Office refines firm-wide P and L reporting and coordinates medium and longer-term process enhancement, while serving as the primary interface for portfolio managers on pricing, position, technology, and risk issues. Partnering with risk, fixed income technology, and various internal departments, this role enables timely trade date and T+1 P and L explanation that supports accurate decision-making at the senior management level.

Primary Duties

• Coordination and management of firm wide P and L reporting - inclusive of medium and longer term process enhancement and project management.
• Monitor intra-day pricing activity of all fixed income and equity instruments.
• Establish procedures and methods for the pricing of instruments for both real-time and end of day in conjunction with risk and fixed income technology.
• Provide trade date and T+1 P and L explanation to senior management and portfolio managers.
• Serve as the primary interface for portfolio managers to resolve pricing, position, technology, risk, and security-related issues.
• Coordinate with various departments to resolve all issues for portfolio managers.

Skills and Qualifications

• 1 to 3 years of experience in product control, P and L, or accounting.
• Experience with general ledger and accounting data.
• Risk-based P and L attribution and reconciliation experience.
• Murex, Geneca, or Imagine knowledge and SQL, Vision, or PPT expertise is a plus.
• Strong Excel skills required.
• Ability to prioritize in a fast-moving, high-pressure, and constantly changing environment.
• Strong communication skills and good team player with willingness to help others.

Sitting at the intersection of data science and marketing strategy, the Middle Analyst Office - Sr. Analyst, Marketing Analytic leads expert data analysis to optimize loyalty, media, and promotions programs while forecasting sales and optimizing media spend through statistical methodologies. Operating across retail, CRM, and digital marketing channels, this role produces automated cross-channel KPI reporting and actionable insights that guide acquisition, retention, and channel sales decisions at the senior and executive level.

Duties

• Perform expert data analysis to optimize marketing programs such as loyalty, media, and promotions and understand how customers purchase product categories.
• Prepare and present actionable insights to leadership and business teams to drive channel sales, customer retention, and acquisition strategies.
• Propose KPI metrics to track and understand trends in retail, loyalty, and CRM business.
• Create and automate weekly, period, and quarterly reporting to understand performance of KPI metrics across different marketing channels.
• Build models and reports to support business decisions using statistical approaches.
• Serve as subject matter expert for advanced test design and evaluation including power sampling techniques and statistical significance methods.
• Perform ad hoc data analysis and communicate key insights to leadership and business stakeholders.
• Assist with forecasting sales and optimizing media spend using statistical methodologies.
• Ensure data integrity by leveraging proven methodologies including data reconciliation, validation, integration, and auditing.

Education and Experience

• Bachelor's degree in business, marketing, communications, business analytics, mathematics, computer science, statistics, data science, or a related analytical field, master's degree is a plus.
• 5+ years of experience in retail marketing, consumer marketing, or digital marketing with focus on marketing analytics and data mining.
• Experience using statistical techniques such as multiple regression, survival analysis, clustering, decision trees, and event-based modeling.
• Familiarity with web technologies, databases, and BI tools including exposure to big data.
• Proficiency in SQL or equivalent query language, statistical software such as SAS or R, and data visualization tools such as Tableau.
• Fluency in or understanding of AI platforms and AI techniques.
• Expertise in MS Excel and PowerPoint.

A key member of the analytics team, the Middle Analyst Office - Analyst, Marketing Analytic shapes how the business understands profitability, customer behavior, and operational performance by distilling vast datasets into actionable recommendations for senior management. Collaborating across operating departments and working with senior analytics leaders, this role builds reporting tools using SQL, R, Tableau, Google BigQuery, and Python to provide leadership with clear visibility into trends and business performance drivers.

Functions

• Interact with senior leaders in analytics to develop and refine requests for analyses and identify potential business opportunities.
• Conduct objective and rigorous analytics to improve profitability, operational processes, and customer service including revenue growth, resource optimization, and pricing optimization.
• Distill vast datasets into actionable insights and recommendations that guide decisions and strategies.
• Develop presentation materials and communicate analysis findings clearly and concisely to senior management in verbal and written formats.
• Support reporting for operating departments to provide senior leaders visibility into trends and business performance drivers.
• Develop analytics and reporting tools using SQL, R, Tableau, Google BigQuery, and Python.
• Propose and implement improvements to processes and reports.
• Help train and on-board new team members in technical skills, tools, and processes.

Minimum Qualifications

• Bachelor's degree from an accredited four-year college, with preference for finance, marketing, engineering, economics, mathematics, statistics, hotel management, business, or data science.
• Graduate degree in business, economics, mathematics, statistics, hotel management, or an equivalent technical field is preferred.
• 1+ years of professional work experience or equivalent.
• Exposure to statistical analysis or optimization analytics.
• Proficiency in SQL, R, VBA, Python, or Google BigQuery, Hyperion experience is a plus.
• Experience with web-based data visualization tools such as Tableau or Microstrategy.
• Prior experience in the gaming or hospitality industry is preferred.
• Intermediate skills in querying, analyzing, and visualizing large datasets using Microsoft Excel and PowerPoint.

Accurate, integrated marketing data across catalog, email, display, and social channels is what the Middle Analyst Office - Sr. Analyst, Marketing Analytics advances by leading the analytics team in building cross-channel dashboards, sales projections, and measurement plans that drive company-wide marketing objectives. Based within a retail or D2C business environment and serving cross-departmental partners including merchandising, inventory planning, and accounting, this role produces consumer insights and targeted marketing strategies that directly support sales growth.

Accountabilities

• Lead the marketing analytics team in integrating different sources of marketing data to drive sales across all channels including catalog, email, display, and social.
• Develop and refine daily and weekly sales reports, dashboards, and projections for all channels.
• Partner cross-departmentally to provide relevant reporting, analysis, and consumer insights to merchandising, inventory planning, retail stores, and accounting teams.
• Drive marketing and key company-wide objectives through analytics and reporting.
• Help marketing teams define campaign objectives and develop integrated cross-channel measurement plans and KPIs.
• Support customer and reporting databases for catalog and digital marketing including customer database pulls, merges, address updates, and response analysis.
• Provide ad hoc data analysis for marketing teams to assist in developing more targeted marketing strategies.

Background and Experience

• Bachelor's degree in marketing, statistics, mathematics, or a similar field.
• 3+ years of BI reporting and analytics experience for a retailer or D2C business.
• Strong data skills with comfort working with large datasets and extracting insights and recommendations.
• Extensive experience with Google Analytics, Tableau, and MS SQL Server.
• Familiarity with data prep, ETL, and automation tools to support ongoing reporting.
• Strong proficiency with MS Excel, Google Sheets, and other Google Docs and Office products.
• Experience supervising, coaching, mentoring, or managing a team is a plus.
• Sharp attention to detail and QA ability with excellent collaboration and communication skills.