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Investor Operations Advisor

4 weeks ago


Sydney Central Business District, Australia Lendlease Full time

Our investment professionals manage approximately A$44 billion globally in property assets via funds and separate mandates.

We invest on behalf of pension funds, sovereign wealth funds, investment managers and insurance companies, offering our investment partners access to quality property assets.

An exciting opportunity is available for an Unit Registry Project Manager to join our Investment Management Team. The Unit Registry Project Manager is responsible for the day to day operations of the Funds Management investor base. This includes data management of investor records, information and reporting. This is a 12 month, fixed term contract.

Your key responsibilities:

- Assisting the Investor Operations Manager in the timely preparation of monthly, quarterly and annual reporting including co-ordination of annual tax statements for investors
- Assisting the Investor Operations Manager in processing and coordination of distribution payments within the Yardi system
- Management of transactional investor requests such as audit confirmations and fee information
- Management of current and historical investor records in the Yardi system
- Build strong relationships internally including with the Investor Relations and Finance teams to ensure reporting requirements are met
- Lead improvements to processes and systems in conjunction with other functional areas
- Manage compliance with relevant standards and statutory authority requirements for all fund vehicles

The successful applicant will have:

- A degree in Property, Economics, Accounting, Financial Management or Commerce
- 3+ years’ experience in a real estate or financial services role, ideally in a finance, operations or investor relations capacity
- Knowledge of unit registry system preferred

We'd love to hear from you if:

- You have excellent time management, stakeholder and communication skills
- Analytical and quantitative capabilities
- You have a high level knowledge of financial concepts
- You've got the ability to meet demands of reporting cycles and multiple deadlines
- A meticulous attention to detail and accuracy on work deliverables
- Your strong interpersonal skills are paired with a proven ability to build and maintain a positive and cooperative relationship with key internal and external stakeholders at all times
- High degree of professionalism and commercial sensitivity

Some of your benefits will include:

- Flexible working
- Health & Well-being program, including 3x well-being leave to relax and recharge, health assessments, and gym/exercise discounts
- 18 weeks paid parental leave for primary carers
- Employee Share Acquisition program and options for salary sacrificing
- Community Day, Community Services & Volunteer Leave

We embrace the value of a vibrant and diverse workforce and recognise that our people have different experiences and needs at different times. Lendlease is a diverse, flexible and inclusive employer of choice. We engage, enable and empower our people and support their individual needs. Inclusion sets us all up for success.


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