Senior Investment Officer

1 week ago


Brisbane, Queensland, Australia ROBERT WALTERS AUSTRALIA Full time

Our client is seeking a Senior Investment Officer to join their dynamic team. This role offers an exciting opportunity to supervise the investment operations within approved policies, procedures, and guidelines.

  • Initial 3 month contract
  • Brisbane CBD with up to 1 day WFH
  • Attractive hourly rate
  • Great team culture

What you'll do:

  • Maintain information systems and procedures which support the investment operations.
  • Ensure investment activities comply with service level agreements and policies with both internal and external stakeholders.
  • Research financial market information, liaise with external service providers and provide market analysis to senior management.
  • Coordinate the preparation of regular reports to executive management and the Office Investment Board.
  • Administer policies, systems and procedures that support the operations of the Investment Fund, the Common Fund, and clients' financial assets outside the Common Fund.
  • Ad-hoc duties as required

What you'll bring:

  • Proven problem-solving skills and organisational abilities.
  • Ability to build enduring relationships for collaborative delivery of customer-focused outcomes.
  • Demonstrated knowledge in areas of trustee investment obligations, financial planning processes, fixed interest financial instruments, managed funds, superannuation, and listed securities.
  • Excellent written and verbal communication skills.
  • Can work under pressure and to tight deadlines.

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

About the job

Contract Type: TEMPORARY

Focus: Investment Management

Salary: AUD50 - AUD52 per hour + exclusive benefits program

Contract Type: TEMPORARY

Specialism: Banking & Financial Services

Focus: Investment Management

Industry: Accountancy

Salary: AUD50 - AUD52 per hour + exclusive benefits program

Workplace Type: Hybrid

Experience Level: Entry Level

Location: Brisbane CBD

TEMPORARY

Job Reference: /001

Date posted: 4 June 2024

Consultant: Daisy Smith

brisbane banking-financial-services/investment-management accountancy Brisbane CBD Queensland AU 4000 AUD HOUR Robert Walters true

An exciting opportunity has arisen for an Associate Advisor to join a dynamic and growing Wealth Management firm. This role offers a clear career path towards becoming a Financial Adviser within a supportive and collaborative workplace culture. The successful candidate will work closely with the Senior Financial Advisers, developing holistic strategies for clients across various HNW demographics.

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

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