Senior Transition Manager

1 month ago

Melbourne, Victoria, Australia Insignia Financial Full time
About the Role

This is a challenging and rewarding opportunity to join our team as a Senior Transition Manager. As a key member of our investment team, you will be responsible for managing transitions of investment assets in a multi-manager trust investment structure for both internal stakeholders and institutional clients.

Key Responsibilities:
  • Analyse and model investment strategy changes and develop an effective transition management plan to minimise risk and transaction costs.
  • Project manage the restructure of investment strategies; coordinate the onboarding and redemption of wholesale client assets; manage the movement of assets onto and around the investment structure.
  • Communicate with all stakeholders and monitor the execution of planned tasks to ensure a smooth delivery of transition objectives and an error-free outcome.
  • Proactively identify potential problems that may occur during the transition and develop solutions to address them.
  • Ensure risks are managed efficiently and compliance obligations are met.
  • Monitor the execution quality of third-party appointed transition managers.
  • Provide assistance with due diligence work to assist with the selection of transition managers.
Requirements:
  • Minimum 5 years' experience in financial services / wealth management.
  • Strong analytical and problem-solving skills. Able to apply disciplined analysis to portfolio/investment structure changes to support effective decision making.
  • Strong understanding of financial markets, investment structures, cash management, the roles and responsibilities of market participants, and the general investment process.
  • Strong stakeholder and relationship management skills. Demonstrated authority and influence. The ability to tailor communications to suit the audience and communicate credibly and confidently.
  • Strong Excel skills along with exceptional written and verbal communication.
  • Ability to apply project management principles while working to deadlines.
  • Effective time management, both personally and from a project stakeholder perspective.
  • Knowledge of investment (physical and derivative) markets and the application of trading and settlement processes / restrictions.
  • Experience in Asset Transition Management is highly desirable.
About Us

We are 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 making a difference in the community. If you're passionate about financial services and want to make a real difference, we'd love to hear from you.

We're an equal opportunities employer and welcome applications from diverse candidates. If you need assistance or an adjustment during the application process, please don't hesitate to reach out.

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