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Senior Investment Operations Manager

3 weeks ago


Sydney, New South Wales, Australia beBeeInvestment Full time $150,000 - $200,000
Key Role Details

This senior investment operations position involves overseeing compliance, leading operations, and managing relationships with boutique firms.

Main Responsibilities:
  • Serve as the primary contact for trade management, fund accounting, and client reporting teams.
  • Maintain operational relationships with boutiques.
  • Coordinate the implementation of operational changes and enhancements.
  • Review and manage due diligence questionnaires and related documentation.
  • Monitor and review pre-trade and post-trade compliance procedures.
  • Ensure all regulatory requirements are met through daily reporting.
Required Skills and Qualifications:
  • Degree qualified in Accounting, Business, Economics, or a related field.
  • Professional certifications such as CA/CPA/CFA or equivalent.
  • Minimum 5 years' experience in investment/funds management.
  • Strong knowledge of compliance obligations under relevant acts.

The ideal candidate will possess a solid understanding of unit pricing, portfolio valuation, and the trade lifecycle.

They should also have excellent written and verbal communication skills, enabling confident interaction with stakeholders at all levels.

Strong analytical and problem-solving skills are essential, focusing on accuracy and process improvement.