Portfolio Fund Operations Specialist

2 weeks ago


Sydney, New South Wales, Australia beBeeMotivation Full time $175,000 - $225,000
Job Title: Portfolio Fund Operations Specialist

Main Responsibilities:

  • Analyze and execute portfolio management to ensure timely delivery of services.
  • Maintain collaboration with internal stakeholders to guarantee smooth processing according to fund policies and meet SLAs.
  • Work with management to support migration, project implementation, KPIs, and other business initiatives.
  • Adhere to the Code of Conduct by demonstrating high standards in personal behavior and team performance.
  • Provide data-driven insights to inform business unit decision making.
  • Sustain a 'Risk Excellence' culture within the organization.
  • Effectively handle escalations and incidents.
  • Comply with delegation and escalation procedures.
  • Foster strong relationships with internal stakeholders.
  • Ensure control measures, checklists, and compliance requirements are met on time.
  • Develop new staff members, complete performance evaluations, and identify key talent within the team.
  • Drive process improvements and technology-enabled transformation efforts to enhance client experience.

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