Investment Operations Support

2 weeks ago

Sydney, Australia Jana Investments Full time

Acknowledgement of Country_
- JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land._

**Do you enjoy data, analysis, communicating with clients, report generation and administrative work?**

**Are you a multitasker, enjoy challenges and have a technical mindset?**

**Do you work well in a team, but equally can self-manage and work autonomously?**

**back-office operations** or for
**a custodian, as a senior fund administrator in superannuation, in a trustee office or a call centre professional** who is ready to make the move into investment administration.

This is a 12-month fixed term contract based in our Sydney CBD office with a blend of office/remote work flexibility.

**Your new role**
The focus of this role is to provide client service operational support. Some of your duties will include:

- Review, collate and process client data
- Data reconciliation, liaising and following up issues with external custodians, managers and internal teams
- Process, maintain and reconcile data in excel spreadsheets and charts/tables for reporting
- Prepare monthly and quarterly reports to clients
- Assist with the administrative aspects of setting up of new client accounts
- Contribute to team and business projects

**About you**
As a JANA Operations Support Analyst, you are a capable communicator, have excellent attention to detail and have a desire to learn and grow in a role. You demonstrate accountability in your judgement and are able to build respectful and enduring relationships. You have a client centric mindset and are committed to exceeding expectations. Able to work independently or as part of a team, you work collaboratively and positively to achieve a common goal.

**Financial services operational/back-office experience to date is required alongside transferable work experience and skills.**

**Why JANA?**
JANA is a leading consulting firm with offices in Melbourne & Sydney. Our core business provides investment advisory consulting to over 85 institutional clients, including corporate, industry and public sector superannuation funds as well as charities, insurers, foundations and endowment funds.

At JANA, we surround ourselves with curious, self-motivated, people who are empowered to learn from and inspire each other. Every member of the team passionately strives to achieve outstanding results for each and every one of our clients. To suggest our team are committed to deliver, grow and rise to every opportunity would be an understatement.

We welcome diversity and the diverse thinking it brings. Our people are known for building long lasting relationships with clients and in doing so an in-depth understanding of client needs

**Being part of the team at JANA is just the beginning**
At JANA, we offer rewarding careers for outstanding professionals where you will receive recognition based on your performance. Further to this, JANA also provides the following benefits for its people:

- 50% reimbursement on costs for further study on relevant courses and study leave provisions
- Flexible work options (including part time hours and working from home)
- Ability to purchase an additional 4 weeks of annual leave per year
- Generous leave provisions including sick, carer’s and parental leave options to support our people when they need it most
- An annual Volunteer day to contribute to your favourite charity or community cause
- Regular health and wellbeing seminars and activities as part of our Health and Wellbeing program
- Monthly reward and recognition program
- Employee Assistance Program and flu vaccines

**Next steps

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