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Senior Asset Transition Manager

2 months ago

Sydney, New South Wales, Australia Insignia Financial Full time

About This Role

This position is responsible for overseeing the seamless transition of investment assets within a multi-manager trust investment structure. The role involves providing expert advice and assistance to MLC Asset Management on all matters related to investment implementation.

Key Responsibilities:

  • Analyze and model investment strategy changes to develop effective transition management plans that minimize risk and transaction costs.
  • Project manage the restructure of investment strategies, coordinate the onboarding and redemption of wholesale client assets, and manage the movement of assets within the investment structure.
  • Communicate with 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 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 support the selection of transition managers.

Requirements:

  • Minimum 5 years' experience in financial services/wealth management.
  • Strong analytical and problem-solving skills, with the ability to apply disciplined analysis to portfolio/investment structure changes.
  • Strong understanding of financial markets, investment structures, cash management, and the roles and responsibilities of market participants.
  • Strong stakeholder and relationship management skills, with the ability to communicate effectively and confidently.
  • Excellent Excel skills and strong written and verbal communication skills.
  • Ability to apply project management principles while working to deadlines.
  • Effective time management skills, both personally and from a project stakeholder perspective.
  • Knowledge of investment markets and the application of trading and settlement processes/restrictions.

About Insignia Financial

Insignia Financial is one of Australia's leading financial wellbeing organizations, helping people feel confident about their money. We're committed to creating a positive impact in people's lives through our services and products.