Senior Financial Analyst

1 day ago


Sydney, New South Wales, Australia Insignia Financial Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Analyst to join our Investment Operations team at Insignia Financial. As a key member of our team, you will play a vital role in supporting the daily operations of our middle office function, providing critical support to our Specialist Managers within MLC Asset Management.

Key Responsibilities
  • Primary Support to the Derivatives Team
    • Provide operating support to Front office/Portfolio Managers
    • Daily trade processing, matching, settlement and Cash Forecasting
    • Reconciliations
    • Resolving pre and post trade queries
    • Performing ad hoc portfolio analysis and reporting, as required.
  • Secondary/Backup Support for Other Asset Classes
    • Equities, Fixed Income and Managed Accounts
    • Providing operating support to Front office/Portfolio Managers
    • Daily trade processing, matching, settlement and Cash Forecasting
    • Reconciliations
    • Resolving pre and post trade queries
    • Performing ad hoc portfolio analysis and reporting, as required.
  • Supporting the Reporting of OTC Trade & Life Cycle Events
  • Lead, Support and Implement New Business and Change Activities/Initiatives
  • Onboarding and Maintenance of Counterparties, Clearers, Custodians and PBs
  • Completion and Coordination of Required Documentation for Onboarding/Offboarding
  • Client Onboarding to Various Platforms and Systems
Requirements
  • Strong Technical Understanding of Middle Office Operations
  • Good Understanding of the Regulatory Environment Impacting Investment Operations
  • Understanding of OTC Reporting Requirements
  • Good Understanding of Various Asset Classes and Financial Instruments
  • Fundamental Understanding of the Operational Processes Supporting Derivatives, OTC Products
  • 10 Years of Experience in Investments/Assets Management/Finance with Minimum of 5 Years in Investment Operations
  • Experience in Systems Including Bloomberg, CTM, DTCC, XSPRISA, FX Connect/GTSS, ACADIA
  • Ability to Work in a Pressurised and Deadline-Driven Environment
  • Strong Stakeholder Management Skills
  • Strong Organisation Skills
About Us

Insignia Financial is one of Australia's leading financial wellbeing organisations, helping people feel good about their money. We're committed to creating a positive impact in people's lives, and we're looking for talented individuals like you to join our team.

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you're passionate about finance and want to make a difference, we'd love to hear from you.



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