Senior Investment Operations Analyst

1 week 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 including client transitions, portfolio on-boarding/off-boarding and custody migration work impacting Investment Operations.

Senior Investment Operations Analyst
Salary: Competitive and based on experience

Location: Sydney

Keywords: Investment, Operations, Analyst, Asset Management, Middle Office

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 including client transitions, portfolio on-boarding/off-boarding and custody migration work impacting Investment Operations. This is an exciting opportunity for someone with a strong technical understanding of Middle Office operations and a good understanding of the regulatory environment impacting Investment Operations.

Key conduit between Investment Operations, investment teams and project stakeholders
Supports various change initiatives including client transitions, portfolio on-boarding/off-boarding
Requires strong technical understanding of Middle Office operations

What you'll do:

As a Senior Investment Operations Analyst, you will be at the heart of our client's Asset Management business. You will provide crucial support to the Derivatives team and Fixed Interest team while also offering backup support for other asset classes. Your day-to-day responsibilities will include managing daily trade processing, handling reconciliations, resolving trade queries, supporting collateral management processes, reviewing operational incidents, implementing preventative measures, managing client queries, and leading new business initiatives. This role offers an exciting blend of operational tasks and strategic initiatives.

Provide primary support to the Derivatives team and Fixed Interest team
Offer secondary/backup support for other asset classes such as Equities and Managed Accounts
Handle daily trade processing, matching, settlement and Cash Forecasting
Manage reconciliations and resolve pre and post trade queries
Perform ad hoc portfolio analysis and reporting as required
Support the Collateral Management process
Review operational incidents and implement preventative measures
Manage clients (internal and external) and related external third party's queries
Lead, Support and implement new business and Change activities/initiatives where required

What you bring:

The ideal candidate for the Senior Investment Operations Analyst role brings a wealth of experience and knowledge to the table. With a strong technical understanding of Middle Office operations, you are well-versed in the regulatory environment impacting Investment Operations. Your understanding of OTC reporting requirements will be highly regarded, as will your familiarity with various asset classes and financial instruments. You have a fundamental understanding of the operational processes supporting Derivatives, OTC products. With at least 10 years of experience in Investments / Assets Management / Finance, including a minimum of 5 years in Investment Operations, you are comfortable working in a pressurised and deadline-driven environment.

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
10 years of experience in Investments / Assets Management / Finance experience with minimum of 5 years in Investment Operations
Experience in systems including Bloomberg , CTM , DTCC, X SPRISA , FX Connect/GTSS, ACADIA
Ability to work in a pressurised and deadline-driven environment
Strong stakeholder management skills

What sets this company apart:

Our client is a leading player in the Asset Management industry. They pride themselves on their dynamic and supportive work environment where every team member plays a vital role. They offer exciting opportunities for career growth and development, and they are committed to fostering an inclusive culture where everyone feels valued and respected.

What's next:

If you're ready to take your career to the next level, don't hesitate

Apply today by clicking on the link

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Stuart Sellar on for a confidential discussion.

The primary role of the Trust Manager is to provide an exemplary service as a third-party trust manager by exceeding clients' expectations and delivering a superior service through constant improvement. The role will work closely with the Head of Trust Management and key business stakeholders to ensure all reporting are done accurately and in a timely manner.

The risk and compliance manager will be reporting into the Senior Risk and Compliance Manager and the General Council. This is a great opportunity to work directly with senior stakeholders in the business.

An exciting opportunity has arisen for a Client Service Manager to join a leading investment solutions company. This role is perfect for someone who thrives in a dynamic environment and is passionate about providing exceptional service to both advisers and end clients. The successful candidate will be responsible for managing and implementing all aspects associated with the running of an efficient client servicing and administration platform.

An exciting opportunity has arisen for a dedicated and experienced Trust Manager to join a leading organisation within the financial services industry. This role offers the chance to work in a dynamic and supportive environment, where you will be responsible for managing a diverse portfolio of trusts. The successful candidate will have the opportunity to make a significant impact on the business, utilising their skills and experience to drive growth and deliver exceptional service to clients.

Our client is seeking a dedicated and detail-oriented Transfer Associate to join a dynamic team. This role offers an exciting opportunity to be part of a fast-paced environment, where you will play a crucial role in ensuring the smooth transfer of assets between financial institutions.

We have partnered with a large Australian Fund Manager with strategies across equities, fixed income and private markets who are looking for a BDA to join their growing team.

Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.

#J-18808-Ljbffr

  • Senior Investment Analyst

    1 week 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

    1 week 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

    1 week 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

    1 week 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

    1 week 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

    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...

  • Impact Investment Analyst

    1 week 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...

  • 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

    1 week 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

    1 week 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...

  • Credit/investment Analyst

    1 week ago

    Sydney, New South Wales, Australia Curtis Partnership Full time

    Long established and fast growing company- $120k + super (negotiable depending on experience) Position located in the CBD with hybrid work arrangementLong established and fast growing non bank lender is recruiting a Credit/Investment Analyst. Long established and fast growing company- $120k + super (negotiable depending on experience) Position located in the...