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Investment Operations Specialist

1 month ago


Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time
About Commonwealth Private

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 Role

This 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.
Requirements
  • 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.