Investment Operations Specialist

2 weeks ago

Camberwell, Victoria, Australia Colonial First State Full time

About the Role

We are seeking a highly skilled Investment Operations Specialist to join our team at Colonial First State. As a key member of our Investment Operations team, you will play a critical role in ensuring the integrity of our rebalancing system and providing expert support to our customers.

Your Responsibilities

  • Daily reconciliation of holdings and unsettled trade management
  • Implementing instructions from Investment Managers and Customers and rebalancing accounts to align with investment strategies
  • Processing Managed Fund orders and Listed Security trades to the platform and to market
  • Coordinating corporate action instructions with Investment Managers and the platform
  • Managing and reporting compliance obligations and breaches
  • Liaising with professional investment managers, responsible entities, brokers, and financial advisers
  • Administering high volumes of day-to-day tasks with high quality and exceptional service
  • Promptly and professionally responding to internal and external queries
  • Developing and managing relationships with internal and external stakeholders

Your Capability and Experience

  • Relevant finance and/or accounting qualifications and/or 2+ years experience in a comparable role
  • Experience in funds management, stock broking, private client portfolio management, or any other time-sensitive industry where accuracy is paramount
  • Working knowledge of Investor Directed Portfolio Services (IDPS) and Super and Pension Funds on Wrap platforms
  • Ability to analyse and communicate complex information simply
  • Reconciliation and compliance management
  • Excellent attention to detail, impeccable accuracy, and organisational skills
  • Excellent written and verbal communication skills
  • Strong relationship management and interpersonal skills
  • Ability to work well as part of an interactive and dynamic team
  • Strong problem-solving skills and focus on time management

About Us

At Colonial First State, we are committed to providing our customers with financial freedom in retirement. We are a dynamic and inspiring environment that encourages development and celebrates success. We hire people who are great at what they do and strive to become even better.

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