Investment Operations Specialist

1 day ago


Melbourne, Victoria, Australia beBeeOperation Full time $104,800 - $142,400

Job Title:

Investment Operations Specialist

This role involves supporting the effective management of risk and governance within an investment services team by identifying operational risks, implementing controls, and promoting best practices.

Key Responsibilities:

  • Manage incidents through to closure, participate in risk training, provide training to team members, and represent the team in risk management meetings.
  • Assist with fund establishment, terminations, and investment manager transitions, including liaising with custodians and internal teams to plan, execute and review product changes.
  • Oversee corporate and class actions, stale price reviews and coordinate with third-party service providers to ensure timely and accurate reporting.
  • Collaborate with internal teams such as Risk & Compliance, Internal Audit, and Vendor Management to ensure controls are robust and processes are compliant.

Requirements:

  • Bachelor's degree in accounting, finance, law, or a related field.
  • Minimum of 3-5 years of experience in the financial services industry, preferably with experience in investment operations, fund management, or custodial services.
  • Strong understanding of Australian financial services regulations, especially related to superannuation.
  • Excellent analytical, problem-solving, and communication skills, with the ability to collaborate effectively across teams.
  • Proven ability to manage multiple tasks and projects while meeting deadlines.

What Makes You Stand Out:

  • Experience reviewing and documenting processes and procedures.
  • Familiarity with emerging technology and data management tools.
  • Knowledge of asset management processes and drivers behind market movements.
  • Strong project management skills and sound judgment in decision-making.

Benefits:

  • Professional development opportunities, interesting work, and supportive leaders.
  • A vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
  • A range of career opportunities, benefits, and rewards to enhance your well-being.


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