Senior Operations Specialist, Investment Management

2 weeks ago


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

Role Overview

We are seeking an experienced Senior Operations Specialist to join our Investment Operations team in Sydney. As a key member of the team, you will play a vital role in supporting the delivery of high-quality investment operations services to our clients.

About the Role

  • You will provide primary support to the Derivatives and Fixed Interest teams, ensuring timely and accurate processing of trades, reconciliations, and cash forecasting.
  • You will also provide secondary/backup support for other asset classes, including Equities and Managed Accounts, as required.
  • You will be responsible for daily trade processing, matching, settlement, and performing ad-hoc portfolio analysis and reporting.
  • You will lead, support, and implement new business and change activities/initiatives where required.
  • You will participate in the delivery of the Custody migration project and onboard/maintain Counterparties, Clearers, Custodians, and PBs as relevant.

Requirements

  • You must have extensive experience in Investments/Assets Management/Finance within Investment Operations.
  • You should have a strong technical understanding of Middle Office operations and good knowledge of the regulatory environment impacting Investment Operations.
  • You should also have experience with systems such as Bloomberg, CTM, DTCC, XSPRISA, FX Connect/GTSS, and ACADIA.
  • You should possess excellent stakeholder management and communication skills (written and verbal).

What We Offer

  • A competitive salary of AU$120,000 - AU$150,000 per annum, based on experience.
  • Development opportunities at an ASX top 200 company.
  • A professional, supportive, and friendly culture.
  • A range of corporate and lifestyle benefits.

About Us

Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. We are committed to delivering quality financial services to our clients and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).



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