Our client is seeking an Investment Operations Analyst to join its team in Sydney. This is an excellent opportunity for a motivated finance professional to gain broad exposure across investment operations, supporting a diverse range of investment strategies and asset classes spanning both private and public markets.
Working closely with the Investment Operations team, advisers, investment specialists and external stakeholders, you will support the effective execution of investment strategies, maintain accurate client portfolio records and contribute to key operational initiatives. The role offers a varied mix of day-to-day operational responsibilities and involvement in projects focused on improving processes, efficiencies and the overall client experience.
Key Responsibilities: - Support the Investment Strategy Group and adviser teams in the execution of investment strategies across a range of asset classes;
- Monitor and process corporate action events, ensuring they are accurately and promptly reflected in client portfolios;
- Liaise with external platform providers to support the management of off-platform assets;
- Respond to operational queries from adviser teams and assist with resolving issues involving external stakeholders;
- Maintain accurate records and supporting documentation for approved investment funds;
- Contribute to strategic projects by completing assigned tasks, preparing documentation and supporting implementation;
- Identify opportunities to improve operational processes, enhance efficiencies and streamline workflows;
- Collaborate with internal teams and external providers to ensure operational requirements are met; and
- Maintain a strong focus on accuracy, compliance, client confidentiality and operational standards.
Key Requirements: - A degree in Finance, Business, Commerce or a related discipline is preferred;
- Experience within investment operations, wealth management, funds management or a related financial services environment is advantageous;
- An understanding of investment products, financial markets and different asset classes, including private and public markets;
- Strong Microsoft Office skills, particularly Excel;
- Excellent organisational skills and attention to detail;
- Strong written and verbal communication skills, with the ability to engage effectively with internal and external stakeholders;
- Good analytical, reporting and problem-solving capabilities;
- A proactive approach to identifying process improvements and supporting business initiatives; and
- The ability to work independently while contributing effectively within a collaborative team environment.
If you are interested in learning more about this opportunity, please contact me to discuss further.
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