Lead Analyst, Unit Pricing

2 weeks ago


Sydney, Australia Insignia Financial Full time

Lead Analyst, Unit Pricing - Maternity leave cover, Max Term Full-Time - Sydney based hybrid working arrangements - Enable team development and enhance unit pricing services **The Role** As a Lead Analyst, you will manage and optimise unit pricing services including operational deliverables, change management and risk controls. This role is client-centric and aims to deliver complete, accurate and timely net asset valuation and unit prices to accommodate client financial transactions. **Key Responsibilities**: - Manage transitions or new investment processes with internal stakeholders, custodian, and fund managers - Monitor the timing and quality of supplier deliverables - Active involvement in operational risk management, and process and system improvements - Act as a liaison with various internal/external parties including auditors, legal counsel, and asset managers - Review unit pricing calculation and asset valuation for accuracy in line with internal policies and regulatory requirements - Act as first point of escalation when issues arise from daily activities - Ensure timely delivery of unit pricing services including any reporting requirements - Promote professional development opportunities for staff within the Unit Pricing Team and work with the Senior Manager to upskill and train team members to enable development **To Be Successful in This Role You Will Possess**: - Degree qualified in Business, Commerce, Finance or Accounting - Professional qualifications such as CPA/CA/CFA advantageous - Proven experience in a similar role, working for superannuation administrators, investment managers or custodians - Detailed understanding of asset instruments and investment vehicles such as superannuation funds and managed investment schemes - Experience working within an APRA/ASIC regulated environment - Excellent communication skills **Benefits** - Development opportunities at an ASX top 200 company - A professional, supportive and friendly culture - A range of corporate and lifestyle benefits **The Business** Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL). **To Apply** Please submit your resume with a covering letter by clicking on "." Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. Job ID 7122



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