▷ [15h Left] Senior Analyst

Overview

An exciting opportunity has arisen for a Senior Analyst within the Investment Services and Solutions team, based in Sydney. This specialist role is ideal for someone who thrives in a collaborative environment and is passionate about supporting asset management business units to achieve their objectives. The position offers the chance to work closely with a diverse network of internal and external stakeholders, including portfolio managers, auditors, and investment managers.

Responsibilities

- Oversee the onboarding process for new investment managers and counterparties by coordinating documentation, due diligence, and system integration activities.

- Assist in the negotiation, execution, maintenance, and management of complex investment agreements and ISDA agreements to ensure all contractual obligations are met.

- Maintain critical legal documents such as Power of Attorney authorisations and Service Level Agreements while ensuring accuracy and compliance with regulatory standards.

- Review and implement ongoing regulatory changes or requirements by staying up-to-date with industry developments and translating them into actionable processes.

- Monitor investment and regulatory compliance including adherence to ASIC Derivative Transaction Rules (Reporting) RG251 to safeguard organisational interests.

- Track derivatives exposure and counterparty risk across multiple portfolios by utilising robust monitoring tools and reporting frameworks.

- Keep comprehensive process documentation current to facilitate transparency, audit readiness, and knowledge transfer within the team.

- Initiate process improvements by identifying inefficiencies or risks in existing workflows and proposing practical solutions for optimisation.

- Engage with internal stakeholders such as portfolio managers, management teams, company secretariat, governance bodies, risk partners, product accounting teams as well as external parties like auditors, lawyers and service providers.

- Support other activities across the Investment Services & Solutions team as required to ensure smooth operations.

Qualifications

- Tertiary qualifications in Accounting, Finance, Legal or a related discipline.

- A minimum of three years’ experience within the investment management industry.

- Demonstrated expertise in investment operations, documentation handling, or compliance.

- Business acumen to interpret market trends while balancing commercial objectives with regulatory requirements.

- Proven negotiation skills when dealing with investment arrangements.

- Risk & compliance management experience to implement effective controls.

- High attention to detail for maintaining accurate records and compliant legal documents.

- A commitment to continuous improvement and a broad range of skills relevant to asset management services.

- Critical thinking abilities to investigate anomalies or discrepancies in data or contracts.

- Disciplined record keeping and systematic approaches to ensure information is accessible for audits or stakeholder queries.

Additional Information

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.

To apply please click apply or call Chloe Maher on +61 2 8289 3190 for a confidential discussion.

Job Details

- Contract Type: Permanent

- Specialism: Accountancy & Finance

- Focus: Accounts Payable

- Workplace Type: Hybrid

- Experience Level: Associate

- Location: Sydney CBD

- Industry: Financial Services

- Salary: Negotiable

Job Reference: QWS2E0-6A6F66CE

Date posted: 19 September 2025

Consultant: Chloe Maher

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