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Investment Operations Analyst
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Investment Operations Specialist
1 month ago
We are a leading provider of personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Our breadth of experience enables us to offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.
About the RoleThis is a key contributor to the delivery of quality operational outcomes for the broader Private Wealth offering. As a member of the Investment Operations Team, you will gain exposure to the full breadth of deliverables of the Investment Research Team within the Private Wealth business.
Key Responsibilities- Support the delivery of product development initiatives within the Private Wealth space.
- Help to embed risk and control governance uplift within the Investment Research Team and broader business.
- Drive the review and uplift of internal processes and procedures to deliver operational efficiencies.
- Support asset class specialists to conduct investment research and fund manager due diligence.
- Enable the effective operation of governance forums including the Product Management Committee and Board Investment Committee.
- Bachelors or Masters degree in Commerce, Finance, Economics or Business.
- 5+ years' experience as a product, investment or business analyst in the wealth or financial markets sector.
- Experience in agile methods within product management and project delivery.
- Good understanding of risk identification and control design methods.
- Understanding of wholesale validation and wealth management distribution models.
- Understanding of the investment process, the range of investment markets and financial instruments.
- Strong written and verbal communication skills.
- Diligent paper writing and editing skills, including having a keen eye for detail.
- Strong numerical and analytical skills, and strong competency using Microsoft Office and Atlassian software.
- Ability to work independently with minimal supervision and to take ownership of tasks.