Strategic Investment Professional

2 weeks ago


Melbourne, Victoria, Australia beBeeAnalysis Full time $80,000 - $130,000

Job Summary:

The Investment Services Analyst role is a critical position within our organization. We are seeking an experienced and skilled professional to join our team as an Investment Services Analyst.

The successful candidate will be responsible for analyzing and processing cash flow information, reviewing unit pricing data, and ensuring the prompt resolution of related issues. They will also work closely with internal and external stakeholders to resolve queries and escalations, while maintaining the highest standard of professionalism at all times.

As an Investment Services Analyst, you will have the opportunity to utilize your analytical and communication skills to drive business growth and improve operational efficiency. You will be part of a dynamic team that values collaboration, innovation, and continuous improvement.

Responsibilities:

  • Review and analyze cash flow information to ensure accuracy and compliance
  • Process unit pricing data in accordance with established procedures
  • Investigate and resolve queries and exceptions in a timely manner
  • Collaborate with internal and external stakeholders to ensure seamless communication and issue resolution

Requirements:

  • Demonstrated aptitude for clear, logical thinking
  • Good numerical, reconciliation, and analytical skills
  • Solutions-focused with strong problem-solving ability
  • Strong attention to detail and time management
  • Ability to manage multiple workflows to meet both internal and client deadlines;
  • Strong relationship management and interpersonal skills
  • Intermediate to advanced Microsoft Excel skills

Benefits:

  • Opportunity to work with a dynamic and collaborative team
  • Professional development opportunities to enhance your skills and career prospects
  • Interesting and challenging work assignments
  • Supportive leaders who value employee growth and well-being

About Us:

We are a global leader in helping clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people. Our company values diversity, inclusivity, and flexibility, and we strive to create a work environment that supports the well-being of our employees.



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