Fund Manager Liaison Specialist

4 days ago


Brisbane, Queensland, Australia Kaizen Recruitment Full time

Embark on a fulfilling career as an Investment Operations Supervisor with Kaizen Recruitment. As a key member of our client's team, you will oversee the day-to-day investment operations function and manage relationships with external fund managers, custodians, and other third parties.

About Our Client

Our client is a leading funds management business in a growth phase. They are seeking an experienced investment operations professional to join their team and contribute to their success.

Key Responsibilities:

  • Establish and maintain strong relationships with fund managers' middle and back offices.
  • Serve as a liaison between custodians, fund administrators, and other critical third parties.
  • Perform holdings and cash reconciliations with custodians and fund administrators.
  • Oversee corporate action processing and reviews.
  • Conduct unit price reconciliations, approvals, and ensure delivery to data aggregators.
  • Assist in the structured training of new team members to maintain consistency.
  • Identify risks and inefficiencies, implementing processes, tools, and controls to enhance efficiencies.
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in business, finance, or a related field.
  • 5-10 years of experience in investment operations, ideally within a fund manager.
  • Experience in alternatives is advantageous.
  • Proven people management experience.
  • Strong communication and interpersonal skills.
What We Offer

As a valued member of our team, you can expect:

  • A competitive salary package (estimated $120,000 - $150,000 per annum).
  • Ongoing career development opportunities.
  • The chance to work with a market-leading funds management business.

If you are passionate about investment operations and possess the necessary skills and experience, we encourage you to apply for this exciting opportunity.



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