Senior Investment Operations Specialist
1 month ago
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
- 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
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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