Senior Investment Management Consultant

6 days ago

Melbourne, Victoria, Australia State Street Full time
About the Role

We are seeking a highly skilled Senior Investment Management Consultant to join our team at State Street. As a key member of our Professional Services team, you will be responsible for delivering high-quality consulting services to our clients in the Asia Pacific region.

Key Responsibilities
  • Analyze and evaluate client requirements to provide product expertise and guidance throughout the project.
  • Ensure the solution meets the client's business needs, training clients, testing workflows, resolving issues, and ensuring the client is prepared to assume ownership and operate the solution after go-live.
  • Document client requirements and workflows, and successfully transition the client to Technical Support and Relationship Management in preparation for go-live.
  • Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services.
  • Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace.
  • Provide weekly, detailed project status to senior management at Charles River and within the client, highlighting issues, risk, and scope changes.
  • Contribute to software quality by clearly communicating defects to Technical Support and Product Management.
  • Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes.
  • Identify errors and mistakes in documentation and suggest corrections and improvements.
  • Aid other members of the Professional Services team and proactively develop and share best practices and keep abreast of new system versions, features, and new trends in the finance industry.
  • Analyze and evaluate client requirements to help Charles River respond to sales opportunities.
  • Contribute to sales presentations and proof-of-concept projects to demonstrate the potential of CRIMS to satisfy specific client needs.
Requirements
  • Hands-on experience in unit pricing, superannuation fund structure, cash flows, and rebalancing.
  • Experience in superannuation fund accounting, tax accounting, or investment accounting.
  • Proficient in Investment Solutions or Technology.
  • Experience supporting or implementing solutions for asset managers, superannuation, or wealth management firms.
  • Basic understanding of investment management or wealth management workflows (portfolio management, trading, Compliance, IBOR, PMA, Risk).
  • Basic knowledge of equity, fixed income, and FX instruments front and middle office workflows.
  • Basic understanding of derivatives and FX instruments is a plus.
  • A strong appreciation of client service.
  • Consultants must understand client needs and build effective relationships.
  • Ability to work within a team environment and be focused on providing high-quality service to our clients.
  • Team player who shares knowledge and experience openly.
  • Leverages the expertise of more-experienced colleagues.
  • Strong verbal and written communication skills, including the ability to convey plans, issues, and risks to clients and team members in a clear and concise manner.
  • Strong problem-solving skills, analytical thinker who can decompose complex issues into components and perform root cause analysis.
  • Strong time management skills, including the ability to manage multiple projects in parallel and demonstrated ability to meet self-imposed deadlines.
Education and Preferred Qualifications
  • Bachelor's Degree from a leading university or college in Finance, Business/Mathematical Finance, Economics, or Computer Science.
  • An advanced degree or industry certification such as the CFA is a strong plus.
  • 3+ years' experience in superannuation fund accounting, tax accounting, or investment accounting.
About State Street

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

We truly believe our employees' diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs, and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

  • Senior Investment Management Consultant

    2 weeks ago

    Melbourne, Victoria, Australia State Street Full time

    About the RoleWe are seeking a highly skilled Senior Investment Management Consultant to join our team at State Street. As a key member of our Professional Services team, you will be responsible for delivering high-quality consulting services to our clients in the Asia Pacific region.Key ResponsibilitiesAnalyzing and evaluating client requirements to...

  • Senior Investment Management Consultant

    2 months ago

    Melbourne, Victoria, Australia State Street Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Senior Investment Management Consultant. As a key member of our Professional Services team, you will be responsible for delivering high-quality consulting services to our clients in the investment management industry.Key ResponsibilitiesProvide expert consulting...

  • Senior Investment Management Consultant

    3 weeks ago

    Melbourne, Victoria, Australia State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Management Consultant to join our team at State Street Corporation. As a key member of our Professional Services team, you will be responsible for delivering high-quality consulting services to our clients in the Asia Pacific region.Key ResponsibilitiesProvide expert advice and guidance...

  • Senior Investment Management Consultant

    2 weeks ago

    Melbourne, Victoria, Australia State Street Full time

    About the RoleWe are seeking a highly skilled Senior Investment Management Consultant to join our team at State Street. As a key member of our Professional Services team, you will be responsible for delivering high-quality consulting services to our clients in the Asia Pacific region.Your primary focus will be on implementing and upgrading the Charles River...

  • Senior Investment Management Consultant

    1 month ago

    Melbourne, Victoria, Australia State Street Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Senior Investment Management Consultant. As a key member of our Professional Services team, you will be responsible for delivering high-quality consulting services to our clients in the Asia Pacific region.Key ResponsibilitiesProvide expert consulting services to...

  • Investment Analyst

    1 month ago

    Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Associate Investment Analyst RoleZenith Investment Partners is a leading investment research and consulting business, specializing in managed funds research, consulting, and investment solutions for financial advisers and their clients. As a global leader in investment fund data and technology, we are committed to delivering high-quality research and...

  • Senior Associate, Credit Investment

    4 weeks ago

    Melbourne, Victoria, Australia Future Fund Management Agency Full time

    About Future Fund Management AgencyWe're a global investor and a leading player in the credit asset class. Our team is passionate about identifying and investing in high-quality credit opportunities that drive returns for our clients. We're looking for a talented Senior Associate to join our Credit team and contribute to our success.The OpportunityWe're...

  • Senior Investment Management Consultant

    4 weeks ago

    Melbourne, Victoria, Australia State Street Full time

    About the RoleWe are seeking a highly skilled and experienced Consultant, Assistant Vice President-2 to join our team at State Street. As a key member of our Professional Services team, you will be responsible for delivering high-quality consulting services to our clients in the Asia Pacific region.Key ResponsibilitiesProvide expert consulting services to...

  • Senior Investment Management Solution Consultant

    2 months ago

    Melbourne, Victoria, Australia State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Investment Management Solution Consultant to join our team at State Street Corporation. As a key member of our Professional Services team, you will be responsible for delivering high-quality implementation services to our clients, ensuring that their investment management solutions meet...

  • Senior Investment Management Consultant

    2 weeks ago

    Melbourne, Victoria, Australia State Street Full time

    About the RoleWe are seeking a highly skilled and experienced Consultant to join our team at State Street. As a Consultant, you will play a critical role in the implementation and upgrade of our Charles River Investment Management Solution (CR IMS) for our clients.Key ResponsibilitiesDefine client requirements and configure the CR IMS solution to meet their...

  • Investment Systems Manager

    1 month ago

    Melbourne, Victoria, Australia Future Fund Management Agency Full time

    About Future Fund Management AgencyWe're a global investor and a leading player in the Australian investment landscape. Our mission is to grow Australia's future by investing in a diverse range of assets and opportunities.At Future Fund Management Agency, we're committed to delivering exceptional investment outcomes for our stakeholders. We're a team of...

  • Investment Management Solution Consultant

    1 month ago

    Melbourne, Victoria, Australia 2901 Charles River Development Inc Australia Branch Full time

    About the RoleWe are seeking a highly skilled Consultant to join our team at 2901 Charles River Development Inc Australia Branch. As a Consultant, you will play a critical role in the implementation and upgrade of the Charles River Investment Management Solution (CR IMS).Key ResponsibilitiesDefine client requirements and configure the CR IMS solution to meet...

  • Senior Investment Management Consultant

    2 weeks ago

    Melbourne, Victoria, Australia 2901 Charles River Development Inc Australia Branch Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Management Consultant to join our team at 2901 Charles River Development Inc Australia Branch. As a key member of our Professional Services team, you will be responsible for delivering high-quality implementation services to our clients, ensuring that their investment management...

  • Investment Management Consultant

    2 weeks ago

    Melbourne, Victoria, Australia State Street Full time

    About the RoleWe are seeking a highly skilled Investment Management Consultant to join our team at State Street. As a key member of our Professional Services team, you will be responsible for delivering high-quality consulting services to our clients in the Asia Pacific region.Key ResponsibilitiesAnalyse and evaluate client requirements to provide product...

  • Senior Investment Analyst

    1 month ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Job Title: Senior Investment AnalystAnton Murray Consulting is seeking a highly skilled Senior Investment Analyst to join our team. As a Senior Investment Analyst, you will be responsible for providing high-quality investment analysis and performance reporting to support the front office investment management process.Key Responsibilities:Coordinate delivery...

  • Senior Investment Performance Manager

    1 week ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Job Title: Senior Investment Performance ManagerCompany: Anton Murray ConsultingLocation: MelbourneJob Type: PermanentAbout the Role:We are seeking a Senior Investment Performance Manager to join our client's Performance and Analytics team. The successful candidate will be responsible for leading and managing one of the two reporting and analytics teams...

  • Senior Investment Analyst

    1 month ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Senior Performance AnalystAnton Murray Consulting is seeking a highly skilled Senior Performance Analyst to join our client, a prominent Australian Super Fund, in Melbourne. This is a contract or temporary opportunity with a view to extend for strong performance.Key ResponsibilitiesCoordinate the delivery of multi-currency performance analysis and...

  • Senior Investment Analyst

    1 week ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Job Title: Senior Investment AnalystJob Summary:We are seeking a highly skilled Senior Investment Analyst to join our team at Anton Murray Consulting. As a Senior Investment Analyst, you will be responsible for coordinating the delivery of multi-currency performance analysis and attribution at security and portfolio levels.Key Responsibilities:Coordinate...

  • Senior Investment Management Consultant

    4 weeks ago

    Melbourne, Victoria, Australia 2901 Charles River Development Inc Australia Branch Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Management Consultant to join our team at 2901 Charles River Development Inc Australia Branch. As a key member of our Professional Services team, you will be responsible for delivering high-quality implementation services to our clients in the Asia Pacific region.Key...

  • Investment Systems Manager

    1 month ago

    Melbourne, Victoria, Australia Future Fund Management Agency Full time

    About Future Fund Management AgencyAt Future Fund Management Agency, we're a global investor and a leader in the investment management industry. Our mission is to grow Australia's future by investing in a diverse range of assets and opportunities. We're a team of experienced professionals who are passionate about delivering exceptional investment outcomes...