Senior Portfolio Specialist

3 days ago

Canberra, ACT, Australia beBeeInvestment Full time $120,000 - $180,000
About the Role

The Investment Operations Manager will lead and oversee the operational aspects of the firm's investment activities, ensuring accurate and timely trade processing, effective portfolio administration, and robust operational controls.

Key Responsibilities
  • Oversee Middle and Back Office functions, ensuring smooth and accurate execution of operational workflows
  • Manage trade settlement processes, portfolio reconciliations, and cash flow monitoring in collaboration with custodians and administrators
  • Maintain oversight of outsourced service providers, ensuring service delivery meets contractual and performance expectations
  • Produce and review performance, compliance, and client reporting, ensuring accuracy and timeliness
  • Drive process improvements to increase efficiency and reduce operational risk
  • Ensure compliance with all regulatory, governance, and risk management requirements
About You
  • Proven experience in an investment operations role within funds management, asset management, or a related financial services environment
  • Strong understanding of trade life cycle, portfolio administration, and operational controls
  • Experience managing relationships with custodians, administrators, and other service providers
  • Solid grasp of compliance and regulatory frameworks relevant to investment operations
  • Strong analytical, problem-solving, and organisational skills
  • Excellent communication and stakeholder management abilities
  • Ability to lead, mentor, and inspire a team
Benefits

The company offers a collaborative and supportive working environment, competitive salary and benefits package, and opportunity to shape operational processes and contribute to strategic initiatives.

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