Investment Operations Analyst

3 months ago


Melbourne City Centre, Australia Profusion PAC Pty Ltd Full time

Global and Reputable Fund Manager
- Hybrid Working Arrangements | $9,000k Inclusive Of Super + Bonuses
- Beautiful Office Located Centrally Within Melbourne CBD

**Company Overview**

**Role Overview**

Your primary task will be to ensure that portfolio holdings, market values, liquidity, and overdraft positions are accurate. You will also need to investigate and resolve any exceptions in an efficient manner. Other responsibilities include ensuring potential and actual overdraft positions are rectified immediately and escalated to management. Other responsibilities include working closely with the Corporate Actions, Treasury and Settlement teams to ensure any issues are investigated and resolved appropriately.
There may also be opportunities to participate in special projects to gain exposure to different roles and aspects of the business.
**Skills & Experience**

To be successful in this role you will require a Bachelor’s degree in a business discipline or an equivalent combination of training and experience. You will also have:

- 2+ years of experience in a relevant Investment Operations role with solid exposure to either Reconciliations, Corporate Actions or Middle Office
- International markets experience will be highly regarded
- A proven ability to analyse independently
- A demonstrated ability to function in a fast paced, ambiguous environment working with multiple and diverse responsibilities
- Strong relationship management skills with internal and external clients, including solid verbal communication skills to interact with portfolio managers, traders, and internal clients

**What's On Offer**

The opportunity to gain exposure to the investment management sector with this revered financial services organisation, known for its unique culture and work-life balance focus. The role offers the chance to really improve and support your continued career development, with opportunities for ongoing work and career progression - a great way to get your foot in the door



  • Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...


  • Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...


  • Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...

  • Investment Analyst

    3 months ago


    Melbourne, Australia Zenith Investment Partners Full time

    The **I**nvestment Analyst** role involves reviewing all aspects of fund managers’ investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for writing detailed research reports and assigning investment ratings on the funds. A finance related degree...


  • Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...


  • Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...


  • Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...


  • East Melbourne, Australia CoINVEST Limited Full time

    Support the vitality of the Victorian Construction Industry - Hybrid work arrangements | Great benefits | New office design - Competitive Salary | Established 1976 | CDB Based | Perm role. **Our vision is to be the best operator of a portable entitlements scheme with the purpose of supporting both the long-term wellbeing of construction workers and the...


  • Melbourne City Centre, Australia Peoplebank Full time

    Location: - Melbourne CBD- Job Type: - Permanent- Posted: - about 6 hours ago- Contact: - Mary Pham- Discipline: - General IT - Reference: - 257481**About the Company** We are currently recruiting for an Analyst, Investment Data Management to work within a leading Australian superannuation fund. **About the role** **Responsibilities** - Investment data...


  • Melbourne, Australia Janus Henderson Full time

    Why work for us? A career at Janus Henderson is more than a job, it’s about investing in a brighter future together.  Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core...


  • Melbourne, Australia Profusion PAC Pty Ltd Full time

    **Competitive salary package + generous bonus structure**: - **Opportunity to work with a renowned investment manager**: - **Fantastic growth pathways and workplace culture** **Company Overview**: A globally recognised investment management firm committed to providing innovative financial solutions to clients worldwide. **Role Overview**: As an...

  • Investment Analyst

    3 months ago


    Melbourne, Australia FourQuarters Recruitment Pty Ltd Full time

    Growing business - Diverse investment focus - Excellent career development and mentoring Our client, is a leading funds management group who specialises in the management of fixed income products. With over 15 years of experience operating in the Melbourne funds management market, they differentiate themselves through a compelling ownership structure and...

  • Technical Ba

    3 months ago


    Melbourne City Centre, Australia Peoplebank Full time

    Location: - Melbourne CBD- Job Type: - Contract- Posted: - about 3 hours ago- Contact: - Sumi Dahal- Discipline: - General IT - Reference: - 261043Our esteemed client, a leader in the wealth domain, is actively seeking a Technical Business Analyst to join their dynamic team for an initial 12-month period with the potential for extensions. **_ We are seeking...


  • Melbourne, Australia HESTA Full time

    Investment Operations Analyst **Careers with Impact** More than one million Australians trust HESTA with their money. HESTA is a top-performing industry super fund working for real-world impact. We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world. HESTA is also an inspiring...


  • Melbourne, Australia IFM Investors Full time

    Investment Analyst, Debt Investments **The Opportunity** At IFM, you're not just part of an investment company - but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world. So, we have made sure to create a workplace that's inclusive, accountable, and collaborative. Where...

  • Investment Analyst

    3 months ago


    Melbourne, Australia Lonsec Full time

    **Join our Research team in Melbourne or Sydney! **About Lonsec** The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries &...


  • Melbourne, Australia IFM Investors Full time

    Analyst, Investment Reporting **About us** **Business Overview** Our **Operations** team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including: - Transaction Management & Support - Investment Operations & Client...

  • Data Analyst

    3 months ago


    Melbourne, Australia Profusion PAC Pty Ltd Full time

    Work with some of Australia's best Investment Data Technology experts - Hybrid WFH/CBD - Min 6+ month contract with expected extensions - **Hybrid WFH/CBD**: - **Work with some of Australia's best Investment Data Technology experts**: - **Min 6+ month contract with expected extensions** **Company Overview** Profusion is working with a well renowned,...


  • Melbourne, Australia Anton Murray Consulting Full time

    MelbourneAsset ManagementContract or TemporaryThis is an exceptional Investment Operations Analyst position, working for a highly-regarded super fund based in Melbourne on an initial 9-month contract, with a strong potential to be promoted to a permanent position pending performance.This is an Investment Operations Analyst although works across a broad...


  • Melbourne, Australia FourQuarters Full time

    Very flexible working arrangements - Opportunity to work on a large transformation program - Must have strong background working on an investment data platform Investment Data Analyst required to support investment data operations for a well-known superannuation fund. **Responsibilities**: - providing operational support around investment data management...