
Investment Services Operations Specialist
6 days ago
Investment Services Operations Specialist
We are seeking a talented individual to join our Investment Services team at Mercer Pacific. This role will be based in Melbourne. This is a hybrid role that has a requirement of working at least three days a week in the office.
We will count on you to:
- Support the effective management of risk and governance within the Investment Services team by identifying operational risks, implementing controls, and promoting best practices.
- Serve as the Investment Services Risk Champion by managing incidents through to closure, participating in risk training, providing training to team members, and representing the team in risk management meetings.
- Assist with fund establishment, terminations, and investment manager transitions, including liaising with custodians and the Fund Implementation and Product teams to plan, execute and review product changes.
- Oversee corporate and class actions, stale price reviews and coordinate with third-party service providers to ensure timely and accurate reporting.
- Collaborate with internal teams such as Risk & Compliance, Internal Audit, and Vendor Management to ensure controls are robust and processes are compliant.
What you need to have:
- Bachelor's degree in accounting, finance, law, or a related field.
- Minimum of 3-5 years of experience in the Financial Services industry, preferably with experience in investment operations, fund management, or custodial services.
- Strong understanding of Australian financial services regulations, especially related to superannuation.
- Excellent analytical, problem-solving, and communication skills, with the ability to collaborate effectively across teams.
- Proven ability to manage multiple tasks and projects while meeting deadlines.
What makes you stand out:
- Experience reviewing and documenting processes and procedures.
- Familiarity with emerging technology and data management tools.
- Knowledge of asset management processes and drivers behind market movements.
- Strong project management skills and sound judgment in decision-making.
Why join our team:
- We help you be your best through professional development opportunities, interesting work, and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
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