Investment Operations Analyst
4 weeks ago
- Small operations team with variety and flat structure
- Global equities and exchange traded options
- Growing business and team with Australian and offshore funds and clients
- Melbourne CBD based
Company Overview
A rare opportunity as a result of growth. Our privately owned boutique fund manager client has a 20 year track record, excellent performance and strong growth in assets with AUM over $2.5 billion. With offices in Melbourne and Sydney and the investment and operations functions in Collins Street it is looking for a new colleague to grow their skills while utilising their existing experience in equity operations.
The firm values honesty, clear communication, expertise and a focus on delivering quality outcomes to our clients. It wishes to retain and reward staff with good and interesting work, excellent salary and conditions including discretionary bonus, extra annual leave, study and community leave
We are partnering with their business management and operations team who are growing and building out their current capability. The role would work closely with C-Suite, Sales and Marketing and Investments teams on a daily basis.
The Business Management Team covers operations, fund administration, finance and compliance and is a small team of very experienced professionals with a flat team-based structure reporting to the Head of Compliance and Operations.
Key Responsibilities
- Investment Operations for global equities, exchange traded options and cash for five funds domiciled in Australia and the Caymans.
- Trade lifecycle management including engagement with in house investment managers, brokers, clearer, prime broker, custodians and administrators
- Cash, ETF and FX instructions
- Reconciliations, trade matching, instruction management,
- Engagement with service providers re straight through processing, automation etc
- Work with colleagues to enhance automation, reporting, controls etc
Skills & Experience
To be successful in this role you will require:
- 2-10 years' relevant experience within a similar fund ennvironment
- Experience in equity operations, preferably international equities, FX and exchange traded options
- Experience at a Fund Manager is preferred but candidates from broking or custody are encouraged to apply
- International experience is highly regarded
- Optional experience includes fund administration, data management process improvement and automation, performance
- Systems used include Bloomberg, Eze, Factset, FXConnect
What's On Offer
The opportunity to increase your experience in a successful boutique investment manager with a warm and professional culture, high standards, and a commitment to excellent outcomes.
Express your interest through theApply Nowlink below or reach out to Kim atkim.nguyen@profusiongroup.com.
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