Senior Investment Operations Specialist

1 month ago


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

We are seeking a highly skilled and experienced Senior Analyst to join our Investment Services team. As a key member of our team, you will be responsible for onboarding investment managers, managing documentation, and ensuring compliance with regulatory requirements.

Key Responsibilities:
  • Onboard investment managers and ensure timely completion of documentation
  • Manage internal stakeholders' expectations and ensure smooth onboarding process
  • Liaise with legal team to ensure compliance with regulatory requirements
  • Monitor foreign market compliance and maintain up-to-date process documentation
  • Administer proxy voting process and ensure accurate casting of votes
  • Identify areas for process improvement and implement changes
Requirements:
  • Tertiary qualifications in Accounting, Finance, Legal, or a related discipline
  • Proven experience in investment operations, documentation, and/or compliance
  • Strong knowledge of regulatory requirements and industry standards
  • Excellent communication and organizational skills
  • Audit or internal audit experience at a custodian or fund manager
About Us

Insignia Financial is a leading financial wellbeing organisation, helping people feel good about their money. We're committed to creating a positive impact in people's lives and are seeking like-minded individuals to join our team.

We offer a flexible work culture, opportunities for growth and development, and a collaborative team environment. If you're passionate about making a difference in people's lives, we'd love to hear from you.



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