Senior Investment Professional Leader
2 weeks ago
This role is a fantastic opportunity for an experienced investment professional to lead and oversee various teams, while also contributing to process improvement and development.
The position requires strong knowledge of compliance obligations, portfolio and order management systems, and Microsoft Office Suite. Excellent written and verbal communication skills are essential for effective stakeholder liaison.
Key Responsibilities:- Manage trade lifecycle, including pre-trade compliance, execution, post-trade, and settlement.
- Coordinate operational changes, ensuring data collation, documentation, and system updates.
- Review due diligence questionnaires and ensure accurate and timely responses.
- Monitor and review regulatory reporting obligations.
- Provide advice on complex corporate action accounting and review/approve corporate actions processed by Fund Accounting.
- Degree qualified in Accounting, Business, Economics, or related discipline.
- CA/CPA/CFA (qualified or working towards).
- Minimum 5 years' experience in investment/funds management.
- Strong analytical and problem-solving skills.
This senior role combines investment compliance, operational reporting, and relationship management. It involves serving as a subject matter expert and escalation point for various teams, while also contributing to process improvement and team development.
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Senior Investment Professional
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Senior Investment Professional
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Sydney, New South Wales, Australia beBeeInvestment Full time $80,000 - $120,000Key Responsibilities:We are seeking a highly skilled and experienced Senior Investment Analyst to join our team. This is an exciting opportunity for a talented professional to contribute meaningfully to strategic investment decisions.Develop and maintain comprehensive financial models and feasibility analyses for property acquisitions and...
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Senior Investment Professional
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Sydney, New South Wales, Australia beBeeAnalyst Full time $90,000 - $140,000Key role in the entire investment lifecycle, working closely with senior executives and investors.Job ResponsibilitiesInvestment Management: Identify and analyze real estate investment opportunities, prepare project feasibility studies, develop financial models and investment monitoring tools, manage existing assets in line with investment guidelines, build...
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Sydney, New South Wales, Australia Australian Ethical Investment Full timeOverviewInvestment Performance and Client Reporting Senior Analyst role at Australian Ethical Investment. This newly created role focuses on developing, maintaining and delivering performance reporting and attribution analysis across a broad range of asset classes, and generating high quality reports for clients and stakeholders.About UsAustralian Ethical is...
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7 days ago
Sydney, New South Wales, Australia beBeeFinancial Full time $160,000 - $200,000Investment OpportunitySeeking an experienced Investment Manager to drive commercial real estate lending growth through deal execution and sponsor relationships.Key Responsibilities:Originate complex transactions across the capital stack, collaborating closely with senior leadership.Contribute to Fund Under Management (FUM) growth by driving deal origination...
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Sydney, New South Wales, Australia Australian Ethical Investment Full timeOverviewInvestment Performance and Client Reporting Senior Analyst role at Australian Ethical Investment. This newly created role focuses on developing, maintaining and delivering performance reporting and attribution analysis across a broad range of asset classes, and generating high quality reports for clients and stakeholders.About UsAustralian Ethical is...
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Senior Investment Leader
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