Senior Analyst, Investment Operations

2 weeks ago

Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time
  • Put your fingerprints on the future to progress your career
  • Permanent Full Time
  • Location Sydney
  • Put your fingerprints on the future to progress your career
  • Permanent Full Time
  • Location Sydney
The Role

This middle office function provides support to the MLC's Specialist Managers within MLC Asset Management. In this dynamic role, not only will you play a vital role in daily operations, but you will also support various change initiatives including client transitions, portfolio on-boarding/off-boarding and custody migration work impacting Investment Operations. This role is a key conduit between Investment Operations, investment teams and various Project stakeholders within the Asset Management business, providing them with the support required to deliver desirable outcomes for our clients and our organisation.

Key Responsibilities:
  • Primary support to the Derivatives team and Fixed Interest team
  • Secondary/backup support for other asset classes such as Equities and Managed Accounts
    • Providing operating support to Front office/Portfolio Managers
    • Daily trade processing, matching, settlement and Cash Forecasting
    • Reconciliations
    • Resolving pre and post trade queries
    • Performing ad hoc portfolio analysis and reporting, as required.
    • Support the Collateral Management process
    • Review operational incidents and implement preventative measures
    • Managing clients (internal and external) and related external third party's queries
  • Supporting the Reporting of OTC Trade & Life Cycle Events
  • Lead, Support and implement new business and Change activities/initiatives where required
  • Support, participate, review and co-ordinate various business requirements necessitate the delivery of the Custody migration project
  • Onboarding and maintenance of Counterparties, Clearers, Custodians and PBs as relevant
To be successful in this role you will possess:
  • Extensive experience in Investments / Assets Management / Finance experience within Investment Operations
  • Strong technical understanding of Middle Office operations
  • Good understanding of the regulatory environment impacting Investment Operations
  • Understanding of OTC reporting requirements are highly regarded
  • Good understanding of various asset classes and financial instruments
  • Fundamental understanding of the operational processes supporting Derivatives, OTC products are non-negotiable
  • Experience in systems including Bloomberg, CTM, DTCC, XSPRISA, FX Connect/GTSS, ACADIA
  • Ability to work in a pressurised and deadline-driven environment
  • Strong stakeholder management and communication skills (written and verbal)
Benefits
  • Development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate and lifestyle benefits
The Business

Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).

To Apply

Please submit your resume with a covering letter by clicking on "Apply Now."

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know. Boost your career Find thousands of job opportunities by signing up to eFinancialCareers today. #J-18808-Ljbffr

  • Senior Investment Operations Analyst

    2 weeks ago

    Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

    Our client is seeking a Senior Investment Operations Analyst to join their dynamic team. This role is a key conduit between Investment Operations, investment teams and various project stakeholders within the Asset Management business. The successful candidate will not only play a vital role in daily operations but also support various change initiatives...

  • Senior Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Perigon Group Full time

    Premier Financial Institution requires an experienced Senior Investment Analyst to join their team for a 12-month contract role. Real Estate exposure advantageous. High-performing team environment – potential for longer-term. We are partnered with a renowned asset management Group to recruit a skilled Senior Investment Analyst to join their...

  • Investment Analyst

    1 week ago

    Sydney, New South Wales, Australia Profusion Group Full time

    ASX listed firm backed by a US investmentbank CBD state of the art office Competetive compensationInvestment Analyst/Senior Investment Analyst - Private Debt and Real Estate CreditCompany Overview: We are a leading investment firm specializing in private debt and real estate credit investments. With a solid track record and a strong commitment to delivering...

  • Senior Analyst, Investment Control

    1 week ago

    Sydney, New South Wales, Australia BeathChapman Pte Ltd Full time

    Organisation and role: Leading Sydney based ASX 200 Investment Manager, looking to appoint a full time Senior Investment Control Analyst. Job purpose: As a Senior Analyst you will support the BAU operation of the data and investment reporting team including involvemenrt in group wide projects. The role will oversee and maintain the integrity of the data...

  • Investment Analyst

    1 week ago

    Sydney, New South Wales, Australia Schroder Investment Management Australia Limited Full time

    What you'll doResponsible for developing and maintaining data and analytics supporting the Australian Multi-Asset teams investment process. This includes, but is not limited to, valuation models, cyclical analysis, liquidity indicators as well as maintaining and running the portfolio optimiser.Primary responsibility for the production and maintenance of the...

  • Senior Investment Analyst, Equities

    2 weeks ago

    Sydney, New South Wales, Australia Efinancialcareers Ltd. Full time

    Senior Investment Analyst, Equities Marsh & Mc Lennan Companies, Inc. Sydney, Australia Senior Investment Analyst, Equities Marsh & Mc Lennan Companies, Inc. Sydney, Australia Posted 2 days ago Permanent Competitive Senior Investment Analyst, Equities Company:Mercer Description: Mercer is seeking candidates for the following position based in the Sydney...

  • Investment Analyst

    1 week ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Asset Management- PermanentOur client is a global funds management business seeking an Investment Analyst to join their team in Sydney.The position will sit within the investment team and will directly support the senior Portfolio Managers in a range of tasks.Responsibilities: Perform company analysis and classification Collate and report company and...

  • Investment Operations Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Investment Banking- PermanentOur client is a leading global Infrastructure Manger & Investment Strategy Adviser seeking an Investment Operations Analyst to join their Sydney team.The role is within the investment operations team which works closely with asset managers and the investment advisory team to provide high quality portfolio analysis,...

  • Investment Operations Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Succession Recruitment Pty Ltd Full time

    Opportunity to work for a leading Funds Management firm with a global presence Fulltime/Permanent role Fantastic workplace culture with growth opportunities availableWhy is this a great company to work for?Our client is a leading Funds Management firm, with retail investors in Australia and New Zealand, alongside institutional investors globally. They are...

  • Investment Analyst

    1 week ago

    Sydney, New South Wales, Australia ACRWORLD Full time

    Work for established renewables developer and asset owner Energy or infrastructure background preferred Exciting growth phase for companyAbout the CompanyI'm representing a worldwide developer and owner of renewable energy assets, with an impressive portfolio already in operation within Australia. They have an excellent financial backing, with more projects...

  • Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Lonsec Full time

    We are currently seeking an Investment Analyst to join our Manager Research team in Melbourne or Sydney on a permanent, Full-Time basis.The role of the Investment Analyst is to provide a high-level of managed fund product research to financial advisers and other subscribers.The Investment Analyst will work across a range of asset classes including fixed...

  • Impact Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    SydneyPermanentThis role works closely with the capital team, partners, and clients to support all stages of the project cycle: project origination, pre-financial close project development, social/environmental impact methodology development, financial structuring, and public/private capital-raising.Responsibilities:Reporting to the senior impact investment...

  • Impact Investment Analyst

    1 week ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Investment Management- PermanentThis role works closely with the capital team, partners, and clients to support all stages of the project cycle: project origination, pre-financial close project development, social/environmental impact methodology development, financial structuring, and public/private capital-raising.Responsibilities:Reporting to the...

  • Investment Operations Analyst

    1 week ago

    Sydney, New South Wales, Australia Talent Web Full time

    Broad middle office role Circa $80K + Bonus CBD location, Great culture and flexible workingAbout the CompanyOur client is a highly successful mid-sized Financial Services organisation with a true breadth of investments across private equity, venture capital and active funds. They have an established reputation for high quality deals.About the roleThey are...

  • Senior Analyst

    1 week ago

    Sydney, New South Wales, Australia Capstone Recruitment Pty Ltd Full time

    Senior Analyst | Leading Global Real Estate Investment Manager Office & Logistics Assets | Sydney Fantastic opportunity for a property valuer, or property analyst to take your career into one of the worlds best global investment managers.You will be working in a highly experienced team, delivering advanced analysis of a portfolio of investment property...

  • Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Fidelity International Full time

    Investment AnalystAbout the OpportunityJob Type: PermanentApplication Deadline: 31 March 2024Title:Investment AnalystDepartment:Global Investment ResearchLocation:Sydney, AustraliaReports To:DoRAbout Fidelity InternationalFidelity International offers investment solutions and services and retirement expertise to more than 2.9 million customers globally. As a...

  • Senior Analyst

    1 week ago

    Sydney, New South Wales, Australia Capstone Recruitment Pty Ltd Full time

    Senior Analyst | Leading Global Real Estate Investment ManagerOffice & Logistics Assets | SydneyFantastic opportunity for a property valuer, or property analyst to take your career into one of the worlds best global investment managers.You will be working in a highly experienced team, delivering advanced analysis of a portfolio of investment property within...

  • Senior Analyst

    1 week ago

    Sydney, New South Wales, Australia Efinancialcareers Ltd. Full time

    Senior Analyst Commonwealth Bank of Australia Sydney, Australia Senior Analyst Commonwealth Bank of Australia Sydney, Australia Posted 3 days ago Permanent Competitive Senior Analyst "At Comm Bank we are proud to support flexibility, let's discuss what this means for you"The Commonwealth Bank of Australia (Bank) is Australia's leading provider of integrated...

  • Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia New South Wales Treasury Corporation (TCorp) Full time

    TCorp is a top 10 Australian investment manager with a deep sense of purpose Be valued to your contribution within a team that is centric to TCorp's investment model Hybrid and flexible employer helping our people thrive personally and professionallyTCorp provides best-in-class investment management, financial management, solutions and advice to the New...

  • Senior Analyst

    1 week ago

    Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

    Senior Analyst - Investment Services & Solution Senior Analyst - Investment Services & Solution Insignia Financial Sydney, Australia Posted 2 days ago Permanent Competitive Senior Analyst - Investment Services & Solution Join a diverse and a high performing team with flexible work cultureFull-Time Permanent roleSydney based - Hybrid workingJoin a diverse...