Senior Investment Operations and Automation Analyst

The Organisation
Sharp & Carter is proud to be exclusively partnering with an established Melbourne based specialist hedge fund. Our client carefully manages risk and takes positions in diverse assets and debt classes, including across global equities and fixed income. In additional, our client has the capability to undertake principal and direct investment strategies and holds significant Melbourne real estate assets.  The group employees approximately 40 people, the large majority of whom are based in Melbourne. Our client is currently undergoing an exciting period of transformation and change. To that end, we are seeking a skilled investment operations analyst with an understanding or working experience of automation technology to join the business in an exciting and newly created position. 

The Role
The Senior Investment Operations and Automation Analyst is a critical role and is responsible for supporting the full investment operations lifecycle while driving efficiency and productivity through technology. The role combines deep knowledge of fund operations (trade lifecycle, reconciliations, transaction banking, corporate actions, margin, FX, asset valuations) with the ability to design, build, and maintain low/no-code automations, reporting solutions, and data integrations. The senior analyst acts as a bridge between the Operations team, the OMS vendor, and IT infrastructure resources, ensuring robust, scalable, and automated workflows. 

Reporting directly to the Chief Operating Officer, your key tasks will span two broad categories of responsibility:

1. Core Operations (including but not limited to):

2. Daily processing and verification of trade capture and confirmations (equities, bonds, FX, derivatives, term deposits, private investments).

3. Settlements and failed trade resolution.
4. Margin monitoring and collateral management.
5. Corporate actions processing: dividends, coupons, stock splits, spinoffs, mergers & acquisitions.
6. FX mark-to-market, FX swap cost/benefit analysis, FX hedging monitoring.
7. Bank and custody reconciliations.

8. Liquidity management for cash deposits/borrowings.

9. Automation & Technology Enablement 

10. Identify manual or repetitive tasks in operations; design and implement automation solutions using low/no-code tools (Power Automate, Alteryx, UIPath, Power Apps).

11. Develop scripts (Python, VBA, SQL) for data wrangling, reconciliations, and reporting.
12. Build dashboards and exception monitoring in BI tools (Power BI, Tableau).
13. Collaborate with Technology & OMS teams to enhance workflows, data feeds, and exception handling in the OMS.
14. Support integration of trade capture, reconciliation, and reporting systems.
15. Coordinate UAT and release testing for operational system changes.
16. Partner with IT infrastructure to ensure automations are secure, resilient, and properly documented.
17. Maintain an automation inventory and champion best practices in process improvement.
18. Provide training to colleagues on using new tools and solutions.

The Person
We are seeking expressions of interest from applicants that have (all, most or some of) the following attributes:

• 3-6+ years' experience in investment or fund operations (buy-side, custodian, or administrator).
• Knowledge of the full trade lifecycle, reconciliations, settlements, and corporate actions across asset classes.
• Strong analytical and problem-solving skills; ability to spot inefficiencies.
• Advanced Excel (pivot tables, lookups, macros) and exposure to at least one automation / scripting tool (Power Automate, Alteryx, Python, VBA, SQL).
• Understanding of OMS environments (e.g. Bloomberg AIM, Charles River IMS, SimCorp One) and how they integrate with downstream systems.
• Excellent communication skills; ability to liaise with IT, vendors, and investment professionals.
• A desire to continuously learn and constantly seeking better ways of working

How to Apply
To apply online, please click on the appropriate link below. Alternatively, if you have any questions about the role, please email Jason Tran