Investment Operations Specialist

10 hours ago

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

We are seeking a highly skilled and experienced Investment Operations Specialist to join our Investment Services and Solutions team. As a key member of our team, you will be responsible for providing operational management and support to our Asset Management business units.

Key Responsibilities:
  • On-board investment managers on custodial accounts
  • Assist in the execution, maintenance, and management of documentation related to foreign market account opening
  • Manage internal stakeholders' expectations of the onboarding timeline
  • Liaise with the legal team on matters regarding foreign market account opening
  • Monitor foreign market compliance
  • Maintain Powers of Attorney & Authorisations Register
  • Maintain up-to-date process documentation
  • Administer proxy voting processes to ensure accurate and correct casting of votes
  • Initiate and implement areas for process improvement
Requirements:
  • Tertiary qualifications in Accounting, Finance, Legal, or a related discipline
  • Proven experience with knowledge of the investment management industry, with strong experience in investment operations, documentation, and/or compliance
  • Experience with regulatory monitoring (ASIC/APRA), investment and performance analysis, and due diligence
  • Good understanding of global markets account opening requirements and procedures
  • Ideal experience in negotiations of legal documents and risk and compliance management relating to the asset/investment management industry
  • Audit or internal audit experience at a custodian or fund manager, with an understanding of controls review
  • Strong organisational and attention to detail skills
  • Continuous improvement and aptitude to develop a broad range of skills
  • Critical thinking and investigation skills
  • Disciplined record keeping and systematising skills
About Insignia Financial

We are one of Australia's leading financial wellbeing organisations, helping people feel good about their money. We're committed to creating financial wellbeing for every Australian, and we're looking for talented individuals like you to join our team.

We offer a flexible work culture, a permanent full-time position, and a location in NSW. If you're passionate about making a positive impact in people's lives and want to be part of a high-performing team, we'd love to hear from you.

Please note that applicants will be required to provide evidence of their eligibility to work in Australia and undergo police and basic credit checks as a condition of employment.

  • Investment Research Specialist

    7 days ago

    Sydney, New South Wales, Australia MFS Investment Management Full time

    About the Role:MFS Investment Management is seeking a highly skilled Investment Research Specialist to join our team. As an Investment Research Specialist, you will be responsible for conducting in-depth research on various industries and global regions to develop specific company and stock recommendations for our portfolios.Key Responsibilities:Conduct...

  • Investment Operations Specialist

    8 hours ago

    Sydney, New South Wales, Australia Fitzgerald Jenkins Recruitment Full time

    Fitzgerald Jenkins Recruitment is seeking an experienced Investment Operations Specialist to join their growing business. The successful candidate will be responsible for overseeing and coordinating core processes, including capital calls, distributions, subscriptions, redemptions, and transfer of units. They will also be responsible for reconciliation of...

  • Investment Operations Specialist

    8 hours ago

    Sydney, New South Wales, Australia IOOF Holdings Limited Full time

    {"The Role": "We are seeking a highly skilled Investment Operations Specialist to join our team at Insignia Financial. In this dynamic role, you will play a vital part in supporting the MLC's Specialist Managers within MLC Asset Management. Your primary responsibilities will include providing operating support to Front office/Portfolio Managers, daily trade...

  • Senior Investment Operations Specialist

    8 hours ago

    Sydney, New South Wales, Australia IOOF Holdings Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Operations Specialist to join our team at IOOF Holdings Limited.This is a key role that will provide support to our Investment Operations team, working closely with our Specialist Managers to deliver high-quality results.Key ResponsibilitiesProvide primary support to the Derivatives...

  • Senior Investment Operations Specialist

    7 days ago

    Sydney, New South Wales, Australia Profusion Group Full time

    Job Title: Senior Investment Operations SpecialistJob Overview:Profusion Group is seeking a highly skilled Senior Investment Operations Specialist to join our team. As a key member of our operations team, you will be responsible for managing the day-to-day activities of our investment operations, ensuring seamless execution and settlement of trades, and...

  • Investment Operations Specialist

    7 days ago

    Sydney, New South Wales, Australia Fitzgerald Jenkins Recruitment Full time

    About the RoleFitzgerald Jenkins Recruitment is seeking an experienced Investment Operations Specialist to join a leading global fund management business in Sydney. As a key member of the team, you will be responsible for overseeing and coordinating core processes, including capital calls, distributions, subscriptions, redemptions, and transfer of units.Main...

  • Operations Manager, Investment Operations Specialist

    7 days ago

    Sydney, New South Wales, Australia Platinum Pacific Partners Full time

    About the RoleWe are seeking a highly skilled Operations Manager to join our dynamic team at Platinum Pacific Partners. As a key member of our Investment Operations team, you will play a critical role in supporting the continued growth and success of our business.Key ResponsibilitiesDevelop and implement operational strategies to drive business growth and...

  • Senior Investment Operations Specialist

    5 days ago

    Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

    **About the Role**Robert Walters Australia is seeking a highly skilled Senior Investment Operations Analyst to join their team. As a key member of the investment operations team, you will be responsible for ensuring the smooth operation of investment activities.**Key Responsibilities**Manage all aspects of day-to-day investment operations tasks, including...

  • Investment Media Specialist

    9 hours ago

    Sydney, New South Wales, Australia Mediabrands Full time

    Job Title: Investment Media SpecialistWe are seeking a highly motivated and detail-oriented Investment Media Specialist to join our team at Mediabrands. As an Investment Media Specialist, you will play a critical role in supporting the development of integrated investment strategies and campaigns.Key Responsibilities:Develop and maintain client schedules in...

  • Senior Business Analyst, Investment Operations Specialist

    7 days ago

    Sydney, New South Wales, Australia IOOF Holdings Limited Full time

    About the RoleThis middle office function provides support to the IOOF Holdings Limited's Specialist Managers within the Investment Operations team. In this dynamic role, not only will you play a vital role in daily operations, but you will also support various change initiatives including client transitions, portfolio on-boarding/off-boarding and custody...

  • Operations Manager, Investment Operations Specialist

    3 days ago

    Sydney, New South Wales, Australia Platinum Pacific Partners Full time

    About Platinum Pacific PartnersPlatinum Pacific Partners is a leading growth equity fund manager with a strong track record of delivering returns and making a positive impact. Our company is renowned for its philanthropic initiatives, wellness offerings, and commitment to making a difference.Job SummaryWe are seeking a commercially aware Operations Manager...

  • Senior Business Analyst, Investment Operations Specialist

    3 days ago

    Sydney, New South Wales, Australia IOOF Holdings Limited Full time

    About the RoleThis is a dynamic position within the Investment Operations team at IOOF Holdings Limited, where you will play a vital role in supporting the company's Specialist Managers. As a Senior Business Analyst, you will be responsible for providing operational support to the Derivatives team and Fixed Interest team, as well as secondary/backup support...

  • Investment Reporting Specialist

    7 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Location: SydneyBusiness Type: Asset ManagementEmployment Type: Contract or TemporaryAnton Murray Consulting is currently seeking a skilled Investment Reporting Specialist to join a prominent Asset Management firm for a temporary contract role.The Investment Reporting Specialist will undertake various reporting and client service functions within the...

  • Investment Operations Coordinator

    7 days ago

    Sydney, New South Wales, Australia Enfusion Full time

    About the Role:The Client Success Representative will serve as the primary point of contact for clients, providing exceptional support and guidance on the Enfusion platform. This role requires a strong understanding of financial products and investment management workflows, as well as excellent communication and problem-solving skills.Key...

  • Investment Research Specialist

    7 hours ago

    Sydney, New South Wales, Australia CBRE Full time

    About the RoleWe are seeking a highly skilled Investment Research Specialist to join our team at CBRE Investment Management. As a key member of our listed real assets investment team, you will play a critical role in conducting market, asset class, and stock level research analysis to inform investment decisions.Key Responsibilities:Conduct timely and...

  • Investment Operations Manager

    7 days ago

    Sydney, New South Wales, Australia Aware Super Full time

    About the RoleAware Super is seeking an experienced Investment Operations Implementation and Solutioning Manager to join our team. As a key member of our Investment Operations team, you will play a pivotal role in supporting activities in fund implementation, trade operations, investment support, and oversight of middle office outsourced services.Key...

  • Quantitative Investment Specialist

    7 days ago

    Sydney, New South Wales, Australia Macquarie Full time

    About the RoleAs a Quantitative Analyst at Macquarie, you will be part of a dynamic team responsible for researching and developing systematic investment strategies. Your primary focus will be on generating new research ideas, testing, and implementing them using Python, as well as monitoring the performance of existing systematic models.Key...

  • Quantitative Investment Specialist

    4 days ago

    Sydney, New South Wales, Australia Macquarie Full time

    About the RoleAs a Quantitative Analyst at Macquarie, you will be part of a dynamic team responsible for researching and developing systematic investment strategies. Your primary focus will be on generating new research ideas, testing, and implementing them using Python, as well as monitoring the performance of existing systematic models.Key...

  • Quantitative Investment Specialist

    9 hours ago

    Sydney, New South Wales, Australia Macquarie Full time

    About the RoleWe are seeking a highly skilled Quantitative Analyst to join our Macquarie Systematic Investment team. As a key member of our team, you will be responsible for researching and developing systematic investment strategies that underpin our products.Key ResponsibilitiesGenerate new research ideas and test them using Python and other programming...

  • Financial Investment Specialist

    7 days ago

    Sydney, New South Wales, Australia infinity capital Full time

    About Infinity CapitalInfinity Capital Financial Group Pty Ltd is a comprehensive financial services company with a global perspective, recognized as a leading non-bank financial institution and a trusted partner for financial professionals in Australia. Headquartered in Sydney, with branches in Melbourne and Brisbane, our businesses span across credit and...