Investment Operations Team Lead

5 days ago


Parramatta Park, Queensland, Australia Link Group Full time
Job Title: Investment Operations Team Lead

Overview

This role will lead and drive a high-performing Investment Operations team in the delivery of investment operations and unit pricing services, including middle office functions, to Fund Services investment manager clients.

Key Responsibilities

  • Oversee the day-to-day team operations, including managing task allocation and maintaining a daily task tracker for both completed work and management reporting.
  • Hold regular team meetings and huddles to drive collaboration and performance.
  • Manage regular service delivery meetings with clients to consistently meet and exceed client expectations.
  • Maintain client query and issue logs to ensure seamless service delivery.

Strategic Focus

  • Possess comprehensive understanding and ongoing analysis of market and industry trends and developments within the third-party administration and custody market segments.
  • Drive an inquisitive culture to continuously seek understanding of each client to ensure the firm is well-placed for the provision of solutions and client service.
  • Possess comprehensive knowledge of domestic and international investment instruments, including equities, futures, options, spot and forward foreign exchange, swaps, Fixed Income, and Managed Funds.
  • Consistently ensure client satisfaction levels are maintained at a high level through excellent and consistent service delivery of required products and services and prompt resolution to complaints, issues, and disputes.
  • Develop and drive key relationships with clients and other stakeholders.
  • Partner with investment manager clients, custodians, clearers, and other market participants to deliver the services contained within client SLAs.

Operational Management

  • Successfully partner with the client service team to ensure delivery of services per the client's SLA and ensure that all services provided are captured within the SLA.
  • Manage the onboarding of new clients and changes to services/products for existing clients.
  • Manage the delivery of core services covering post-execution trade management, reconciliations, corporate actions, reporting, and query management.
  • Foster a culture of evolving daily operational processes, recommending and implementing changes that drive continuous improvement, making processes simpler and more efficient for all.

People Leadership

  • Build a high-performing and accountable team, ensuring clear guidance and leadership through developing, coaching, and mentoring.
  • Provide senior leadership and direction to all operational managers and team members to ensure the development of a high-performing team, including coaching and development, effective performance reviews, and quality selection decisions.
  • Collaborate closely with an offshore team in India and manage direct reports in Australia to provide middle and back functions.
  • Manage and develop a team of Fund Administrators (both locally and offshore) which provide middle and back-office support to Fund Services investment manager clients.
  • Proactively seek development opportunities to foster and build strong and agile teams, both locally and in India.

Governance & Risk

  • Promote a risk management culture, and effectively limit risk exposure to MUFG Corporate Markets with strategies to mitigate risk.
  • Ensure the team meets and adheres to the risk and compliance frameworks and report compliance via the controlled self-assurance program.
  • Maintain issues log, takes initiative to resolve issues and escalate issues where appropriate.
  • Follow a Risk excellence framework by undertaking regular reviews of operational procedures and controls and adhering to the error reporting process.
  • Daily reporting of issues and resolution, business KPI reporting, and escalate issues in a timely fashion.

Experience & Personal Attributes

  • The successful candidate will have 7-10 years' previous experience within investment operations & custody environment preferably with a custodian, broker, or fund manager.
  • Minimum 2-3 years' experience in staff management, including performance management, recruitment, induction, setting KPIs, assigning tasks.
  • Demonstrable and proven experience in a senior role managing team interacting with key stakeholders.
  • Comprehensive understanding of investment markets, the investment process, and funds management operations.
  • Experience with multi-regional and onshore/offshore teams.
  • Strong leadership skills and management skills.
  • Strong client services skills.
  • Strong project management skills.
  • Strong ability to foster a strong and agile team.
  • Problem-solving, implementing practical solutions.
  • Demonstrated ability to develop and deliver value-add processes to meet demanding deadlines.
  • Strong interpersonal skills to engage with people at all levels of the organisation and build strong relationships and trust with clients and internal stakeholders.

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