Lead Analyst, Unit Pricing

2 months ago

Sydney, Australia Insignia Financial Full time

Maternity leave cover, Max Term Full-Time
- Sydney based hybrid working arrangements
- Enable team development and enhance unit pricing services

**The Role**

As a Lead Analyst, you will manage and optimise unit pricing services including operational deliverables, change management and risk controls. This role is client-centric and aims to deliver complete, accurate and timely net asset valuation and unit prices to accommodate client financial transactions.

**Key Responsibilities**:

- Manage transitions or new investment processes with internal stakeholders, custodian, and fund managers
- Monitor the timing and quality of supplier deliverables
- Active involvement in operational risk management, and process and system improvements
- Act as a liaison with various internal/external parties including auditors, legal counsel, and asset managers
- Review unit pricing calculation and asset valuation for accuracy in line with internal policies and regulatory requirements
- Act as first point of escalation when issues arise from daily activities
- Ensure timely delivery of unit pricing services including any reporting requirements
- Promote professional development opportunities for staff within the Unit Pricing Team and work with the Senior Manager to upskill and train team members to enable development

**To Be Successful in This Role You Will Possess**:

- Degree qualified in Business, Commerce, Finance or Accounting
- Professional qualifications such as CPA/CA/CFA advantageous
- Proven experience in a similar role, working for superannuation administrators, investment managers or custodians
- Detailed understanding of asset instruments and investment vehicles such as superannuation funds and managed investment schemes
- Experience working within an APRA/ASIC regulated environment
- Excellent communication skills

**Benefits**
- Development opportunities at an ASX top 200 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits

**The Business**

Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).

**To Apply**

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

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