Investment Operations Officer

7 days ago

Canberra, ACT, Australia ClearCompany Full time
About the Company

Our client is one of Australia's largest profit-to-member superannuation funds, supporting the retirement outcomes of over 2 million members.

With a strong purpose-driven culture and a mission to simplify superannuation for its members, the business places people at the heart of everything it does.

Employees benefit from a collaborative, member-first environment with ongoing professional growth opportunities.

About the Role

Reporting to the Manager, Investment Operations, the Investment Operations Officer is responsible for the day-to-day oversight and delivery of investment operational processes, ensuring accuracy, compliance, and member-first outcomes.

This role covers a wide range of responsibilities, with a strong focus on unit pricing oversight, regulatory reporting (fees & portfolio holding disclosures), and cashflow management.

You will also contribute to strategic projects, including the implementation of a new unit pricing tool, while engaging in broader process improvements and investment group initiatives.

Key Responsibilities
  • Manage daily operational matters, including the creation and oversight of instructions to custodians and investment managers;
  • Support the unit pricing process and ensure the robustness of oversight controls;
  • Translate business strategy changes into operational model adjustments, controls, and processes;
  • Contribute to investment operations projects, ensuring delivery within timeframe, budget, and quality standards;
  • Oversee daily cashflows, including the instruction and monitoring of related activities;
  • Support class action processes to ensure optimal financial outcomes for members;
  • Manage reconciliations and reporting outputs to meet ASX, ASIC, and APRA requirements;
  • Collaborate with internal and external stakeholders, building strong relationships to improve service delivery;
  • Participate in service reviews with custodians and investment managers, driving improvements in operational performance;
  • Contribute to the continuous improvement of systems, processes, and controls to strengthen the investment operations function.
Key Requirements
  • Degree qualified in a relevant discipline (Accounting, Finance, Economics, or related field);
  • Minimum 5 years' experience in financial services, with a strong fund accounting background and hands-on exposure to unit pricing;
  • Proven ability to work with high attention to detail, accuracy, and problem-solving skills in a fast-paced environment;
  • Strong communication and stakeholder management skills, with the ability to liaison confidently across multiple levels of the business and with external providers;
  • Demonstrated ability to manage multiple priorities, meet competing deadlines, and contribute effectively to projects;
  • Knowledge of superannuation industry regulations and experience managing regulatory reporting obligations highly regarded.

This is an excellent opportunity for an investment operations professional with strong fund accounting and unit pricing experience to join a leading superannuation fund.

The role offers exposure to a broad range of investment operational responsibilities, strategic projects, and member-first initiatives within a supportive, purpose-driven organisation.

If you are interested in learning more about this position, please contact Paris Deligianis at Kaizen Recruitment on 0412 123 587 or at paris@kaizenrecruitment.com.au, or Julian Soames at Kaizen Recruitment on 0412 123 682 or at julian@kaizenrecruitment.com.au.

Alternatively, apply via the attached link.


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