
Business Administration and Operations Analyst
4 days ago
A young, dynamic & high-performing team of finance specialists are looking for a talented individual to join us in our rapidly growing organisation. Vance Finance is a boutique private credit investment company with considerable funds under management and a proven track record for exceptional returns and the highest quality of service.
Working closely with the Director of Investor Relations, your key responsibility will be assisting in the timely gathering, recording and redistribution of information to various internal and external parties. You will be the lead person involved in coordinating legal, finance and sales information to the investor base, customers and company directors.
You will take initiative for managing and improving workflows across loan administration, investor reporting, KYC/compliance obligations and internal processes. The role is suited for an individual who can take overarching, strategic guidance & digest this into tangible steps on their own. You will be a strategic thinker who is inventive and confident about process improvement that results in increased operational efficiency, quality and accuracy.
Key Responsibilities:
Accurate data recording & storage:
- Ensuring accurate data capture, file & document storage.
- Maintain records of all open & closed loans, detailing anything from loan settlement dates, interest payments, repayment dates & anything in between
- Assistance in managing investor onboarding, administration & data capture.
- Provide support for the creation & continual refinement of investor relations & borrower/loan documentation including (but not limited to) distribution statements, annual reports, monthly factsheets, loan statements etc.)
Systems & Process Improvement:
- Assist in building out strong, scalable workflows across each facet of the business. Creation & refinement of associated internal procedural documentation.
- Continual build out of the CRM & loan/investor management software platform currently used by Vance Finance.
- Identify bottlenecks/inefficiencies in procedures & provide suggestions for improvements.
- Maintenance of the "business incidents" register.
What we are looking for
- Real, meaningful improvements in quality data capture with personal responsibility for error prevention.
- A candidate who is capable of understanding a diverse range of written and numeric data and can present it into meaningful information.
- Maintain up to date data on the loan & investor management platform
- Punctual, timely and effective delivery of work with an innate ability to adjust priorities accordingly based on a dynamic work flow.
- Tangible process & procedure improvements that create faster, more accurate business outcomes.
- A bright and engaging individual who is keen to meet their potential through a broad exposure of investment finance operations.
Benefits & Remuneration:
- $85k base salary + super
- World class Darling Harbour office fit out with unobstructed views of the harbour and easy access to public transport, shops and restaurants.
- Full-time in-office work
- Any IT hardware, equipment or software you need to best optimise your work will
- 16 weeks fully paid parental leave
- Development training courses paid by the business
Qualifications or Experience:
- A minimum of 1-2 years of experience in a finance company, with a minimum of 1-2 years in an operations role.
- An undergraduate's degree or equivalent, preferably in a finance/ economics/ property/ business administration/ legal/ mathematics or relevant science-based field.
- Applicants without experience in Finance or without an undergrad qualification are expected to have 5+ years relevant work experience.
- Competency in utilising Microsoft Excel & a good understanding of statistics / mathematics and document presentation.
- Experience in utilising loan & investor management software will be highly regarded.
Expectations:
To be considered for this role, you must possess a high degree of written, spoken and numeracy skills. You must be an Australian Citizen or permanent resident to apply for this job. The nature of the business and its compliance obligations excludes applicants with criminal records or history.
Short listed applicants will be contacted within 7 days of applying, If you are not contacted within this time then it is assumed you were not successful. Regardless, the time taken to apply is still appreciated.
No Recruitment Agencies
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