Senior Analyst in Investment Services

2 weeks ago

Sydney, New South Wales, Australia Bluefin Resources Pty Limited Full time $104,000 - $130,878 per year

Company overview:

One of Australia's largest wealth management groups, providing financial advice, superannuation, investment management, and insurance services. The business supports millions of clients nationwide through a network of advisers and partners.

Responsibilities:

  • Oversee the onboarding process for investment managers and counterparties
  • Support the negotiation, execution, and management of investment agreements and related documentation
  • Maintain key legal and operational documents, including authorisations and service level agreements
  • Stay across regulatory changes and ensure timely implementation into business processes
  • Monitor investment compliance, regulatory obligations, and exposure to derivatives and counterparties
  • Keep process documentation current and contribute to ongoing process improvements

What you'll need to succeed:

  • At least 3-5 years of experience in either an Investment Compliance/Investment Operations/Custodian Agreement/Compliance/Internal Audit role from the Financial Services industry
  • If you have a Compliance/Internal Audit background, experience in the trustee/fund management/asset management industry is highly preferred
  • Experience looking after risk management framework and controls is an added benefit
  • Strong business accument and stakeholder engagement skills

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