Analyst, Transaction Management

1 month ago

Melbourne, Australia IFM Investors Full time

Analyst, Transaction Management & Support

**About Us**

IFM Investors is a private markets manager, with a focus on infrastructure and capabilities in unlisted and listed equity, private equity and debt. IFM manages AU$218.3bn across all asset classes on behalf of 717 institutional clients (at 30 June 2024). We have 230+ investment specialists across our capabilities. We're based on four continents, operating from offices in Melbourne, Sydney, London, Berlin, Zurich, Amsterdam, Milan, New York, Houston, Hong Kong, Seoul and Tokyo. We have a global network that helps us uncover opportunities. Our reach, reputation and relationships mean we can access deal flows that few other managers can.

IFM was founded by pension funds. It's still owned by pension funds today. Our clients are stewards of capital too, with the same duty to deliver value over decades. We share a multigenerational vision: to invest, protect and grow the savings of millions of people. We do this by investing, owning and financing the assets our clients and their beneficiaries rely on to live their lives. Where we own assets, our engineers and sector experts join their boards and management committees, with the aim of becoming pivotal to their success.

**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 Service
- Investment Risk & Execution Oversight
- Business Transformation
- Investment Accounting & Tax Services
- Implementation
- Information Technology

**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 you're given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.

Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. We also believe all roles are genuinely flexible at IFM - so we are happy to talk through what this might look like for you.

**The Role**

Assist in managing IFM Investors Investment Funds and Mandates, and IFM Investors Management companies, under the direction of the Director, Transaction Management & Support. Responsibilities include reconciliations, custodial interactions, transaction processing, corporate actions, and trade settlements across listed equity assets. Support the Transaction Management & Support team with client transitions, counterparties, custodians, and team projects. Participate in Global Operations team initiatives and continuously assess and document operational processes for best practices, efficiency, compliance, and risk mitigation.
- Ensure timely and accurate settlement of trades across listed equity asset classes, coordinating with brokers and custodians to resolve any discrepancies.
- Provide clear and precise instructions to custodians regarding trade settlements, corporate actions, and other transactions to ensure smooth processing.
- Input and reconcile data for various IFM Investors Funds and Mandates, ensuring accuracy and consistency in financial records.
- Perform regular reconciliations of bank accounts, holdings, and other financial records to maintain accurate and up-to-date information.
- Assist in the onboarding process for new clients and custodians, ensuring a seamless transition and integration into existing systems and processes.
- Handle the processing of corporate actions such as dividends, mergers, and stock splits, and participate in team projects to improve operational efficiency and effectiveness.

**Your Background and Experience**
- Minimum of 2 years' experience in operations-related roles.
- Strong understanding of listed equities and corporate actions.
- Hands-on experience with reconciliations, trade processing, corporate actions, and settlements.
- Tertiary qualifications in commerce, economics, finance, or a related field, with post-graduate qualifications or currently pursuing them.
- Familiarity with IFM Investors' products and services, and comprehensive understanding of all IFM asset classes.
- Extensive financial and market knowledge, with excellent problem-solving, analytical, numeric, and communication skills.

**Ready to invest in what matters?**

Job ID 300000041257659

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