Investment Operations Associate

2 weeks ago

Sydney, New South Wales, Australia Keegan Adams Recruitment Pty Ltd Full time

Keegan Adams are proud to represent a
Global Investment Manager specialising in the
Real Estate and Infrastructure market, looking for an
Investment Operations Associate to join their Sydney office.

With over 40 years in the industry, they have gained an excellent reputation, working with top clients in Australia and beyond and truly fostering a great culture for their staff.


In this diverse role, you will be working in a close-knit team, gaining a wide exposure to all aspects of the business and
will report directly to the Head of Investment and Fund Operations for APAC.



Responsibilities:

  • Provide asset consulting for clients in pension funds and superannuation through preparation and assessment of personalized reports.
  • Work closely with the investment advisory team to provide exceptional portfolio analysis, performance reporting and investment support.
  • Maintenance of performance models, including reconciliation of investment records and implementing portfolio changes.
  • Investigating unit pricing data to ensure timely resolution of any issues.
  • Liaising with clients, custodians, external service providers and cross functionally with internal stakeholders in the business.
  • Working closely with the teams to aid in the settlement of direct alternative investment transactions.

To be successful in this role you will:

  • Have at least 2 years of relevant experience, ideally gained whilst working for a superannuation fund, a fund manager, or a custodian.
  • Hold a bachelor's degree in a field relevant to financial services.
  • Possess strong communication skills and be a whizz at using Excel.
  • Be a team player, with a cando attitude and a positive outlook.
  • Be detail oriented and have a good balance of both analytical and problemsolving skills.

Benefits:

  • Competitive salary with a performancebased bonus.
  • Opportunities to further your career and development through mentorship or talent programs.
  • Hybrid working in an inclusive and equalopportunity workplace with an international presence.
  • Health and wellbeing benefits and extra paid holidays for community engagements.

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