Unit Trust Operations Associate

2 days ago


Sydney, New South Wales, Australia Anton Murray Consulting Full time

At Anton Murray Consulting, we are seeking a highly skilled Senior Investment Specialist to join our Asset Management team in Sydney.

The estimated salary for this role is $85,000 - $110,000 per annum, depending on experience.

About the Role

The Senior Investment Specialist will be responsible for assisting the Team Manager with ensuring the smooth operation of the team and delivering daily tasks on time. This includes end-to-end processes for Unit Trust investments, including trade processing, distributions, management fee rebates, month-end reporting, daily reconciliations, data entry processing, and settlement.

In addition, the Senior Investment Specialist will handle complex ad-hoc requests within the team, ensuring that all instructions and requests are checked, authenticated, and processed on the same day of receipt.

Requirements

  • A minimum of 3+ years' work-related experience in the financial services industry with a sound technical knowledge in Unlisted Unit Trust trade end-to-end process, Alternatives investments administration, Unlisted Unit Trust products, platforms, and systems, Custody or investment management operations, and reviewing staff members' work.
  • Prior experience in checking and reviewing staff members' work is essential.
  • Superior verbal and written communication skills are also required.

About Us

Anton Murray Consulting is a leading recruitment agency specializing in finance and banking jobs. We pride ourselves on providing exceptional service to our clients and candidates alike.



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