Senior Investment Analyst

5 days ago

Sydney, New South Wales, Australia Insignia Financial Full time

About the Role

We are seeking a highly skilled Senior Investment Analyst to join our team at Insignia Financial. As a Senior Investment Analyst, you will play a key role in managing, supporting, and implementing investment transitions and restructures across the business.

Key Responsibilities:

  • Manage and support investment transition activity, including registry, investment systems, general ledger, and external custodian.
  • Liaise with key finance stakeholders on transformational change.
  • Plan, coordinate, and schedule implementation tasks to minimize risk and costs.
  • End-to-end investment operational management from funding to financial reporting.
  • Proactively support an effective and cooperative relationship across all teams.
  • Ensure successful completion of transition activity with no incidents or breaches.

Requirements

  • 5+ years' experience in investment and finance operations with a focus on transitional activity or change management.
  • Degree in finance or accounting.
  • Understanding of investment fund structures.
  • Knowledge of investment systems such as Hiport, Unison, and Pcontrol.
  • Proficiency in Visio, Miro, Jira, and advanced Excel.
  • Experience with project management, analysis, documentation, and business requirements.
  • Effective planning and time management to meet key deadlines.
  • Strong analytical and problem-solving skills.
  • Ability to adapt quickly, work under pressure, and excellent interpersonal and stakeholder management skills.

About Us

Insignia Financial is one of Australia's leading financial wellbeing organizations, helping people feel good about their money. We're committed to creating a positive impact in people's lives and believe that our people are our greatest asset.

What We Offer

We offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive salary and benefits package. If you're passionate about making a difference in people's lives and have the skills and experience to succeed in this role, we'd love to hear from you.

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