Senior Investment Operations Analyst

16 hours ago

Sydney, New South Wales, Australia Koda Capital Full time $80,000 - $120,000 per year

Your new role…

Are you ready to play a pivotal role in overseeing varying aspects of investment operations and being involved in strategic projects? Join our dynamic team in Sydney as a Senior Investment Operations Analyst. In this role, you'll act as a vital link between the Investment Strategy Group (ISG) and the Operations team, providing comprehensive support and identifying opportunities for improvement across our operations.

Your new responsibilities…

  • Execute new investment strategies and support all related processes, including subscriptions, capital raises, and corporate actions.
  • Oversee portfolio reconciliation, ensure accurate capital event reflection, and manage performance models.
  • Maintain investment databases, conduct data analysis, and assist with management reports.
  • Identify and implement process enhancements to improve efficiency and reduce risk.
  • Provide support for client and adviser inquiries, account setups, and other operational needs.

What you will bring…

  • Bachelor's degree in Accounting, Finance, Data Analytics, Mathematics, or related field.
  • At least 3 years of experience in wealth, asset management or similar investment operations role
  • Strong understanding of various investment products.
  • Excellent analytical skills and attention to detail.
  • Ability to thrive in a fast-paced environment and work both independently and collaboratively.
  • Proficiency in Microsoft Suite and other technology tools.

Why Koda…

At Koda,
our collegiate workplace culture is founded on three simple but non-negotiable values: quality, courage, and integrity
. They guide our behaviours as individuals, teams and as a partnership, and they inform the way we select our people.

Investors deserve genuinely independent advice – and the better outcomes that come with it. That's why we have pioneered a distinctively different approach to wealth management. We have led the profession by putting client interests first. Because we have no product alignment, we can source the right solution for our clients' goals and access every potential opportunity for better outcomes.

Thanks to our culture of shared ownership and responsibility, we continue to attract Australia's most experienced private wealth professionals. This is a dynamic, supportive workplace where you can thrive alongside a team with a collective depth of expertise and commitment to excellence.

Purpose, community, and accomplishment
are at the heart of what we do—and our 2024 employee engagement survey results reflect this commitment. Guided by ethical leadership and a focus on delivering meaningful experiences, we provide an environment where you can thrive and make a real impact. Join us and be part of a team that values your contributions and supports you and your growth.

And there's more…………

  • Sydney CBD location
  • A learning and development plan tailored for your career ambitions and pathway
  • Generous leave provisions
  • Annual Koda day
  • Inclusive (and fun) social events and activities
  • An opportunity to earn into equity, and participate in the future success of the firm as a business owner
  • Monthly mobile phone allowance
  • Two paid volunteer days to give back to your community
  • Opportunities to participate in Koda's Allies Program and Koda's Endowment which enables Koda team members to connect with and support the communities around us
  • And lots of can explain at your interview

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