Investment Operations Analyst

3 weeks 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 means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.

About the Role

This role will sit within Commonwealth Private's Wealth team, supporting the Investment Research Team, Distribution Team, Advice Team and Platform Operations Team. As a member of the Investment Operations Team, and reporting into the Senior Manager - Investment Operations, you will be a key contributor to the delivery of quality operational outcomes for the broader Private Wealth offering.

Key Responsibilities
  • Support the delivery of product development initiatives within the Private Wealth space.
  • Helping to embed risk and control governance uplift within the Investment Research Team and broader business.
  • Driving the review and uplift of internal processes and procedures to deliver operational efficiencies.
  • Supporting asset class specialists to conduct investment research and fund manager due diligence.
  • Enabling 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.
About You

We are keen to support you with the next step in your career. If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We're aware of some accessibility issues on this site, particularly for screen reader users. If you require additional support please contact HR Direct.

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