Senior Manager, Fund Operations

2 days ago

Melbourne, Victoria, Australia Equity Trustees Full time $120,000 - $180,000 per year

We're seeking a hands-on leader to manage key operational functions across a diverse portfolio of clients and managed funds. This role leads a high-performing team responsible for fund invoicing, revenue reporting, fee disclosure oversight, and operations for property and non-standard assets within Small APRA Funds.

You'll thrive in a fast paced environment, solving problems, driving continuous improvement, and ensuring compliance while meeting critical deadlines. If you're passionate about operational excellence and stakeholder engagement, we'd love to hear from you.

About the role:

  • Lead a team responsible for fund invoicing, revenue reporting, and fee disclosure oversight.
  • Manage custody operations for property and non-standard assets within Small APRA Funds.
  • Act as a key liaison person for our auditors and manage requests for information.
  • Deliver accurate and timely reporting to Group Finance and senior leaders.
  • Resolve stakeholder queries related to fund expenses and invoicing.
  • Drive continuous improvement across systems, processes, and controls, including working with service providers to improve interaction points.
  • Support compliance with regulatory and contractual obligations.
  • Lead and develop a high-performing team focused on client service and operational excellence.

What You'll Need to Succeed

  • Experience in an operational role in the funds. management/superannuation industry.
  • Experience in a finance operations role which may include accounts payable, accounts receivable, invoicing.
  • Knowledge of ASIC regulations guides and legislation relevant to managed funds.
  • Proven leadership and people management capabilities.
  • Excellent stakeholder engagement and communication skills.
  • Strong organisational and problem-solving abilities.
  • Tertiary qualifications in Business, Finance or similar.
  • CA or CPA qualifications are highly regarded.

What We Can Offer You

  • A warm, open, and supportive culture.
  • An attractive remuneration package, including reward and recognition programs.
  • An employee wellness program, including discounted health insurance and an employee assistance program.
  • A workplace volunteering and giving program to enable you to help others in the community.
  • We are proud to be part of the Top 30 Best Workplaces to Giveback 2024.
  • Discounted tax and estate planning services.
  • 16 weeks paid parental leave for the primary carer.
  • Great central CBD location, Modern office fit-out and end-of-trip facilities.
  • Flexible/Hybrid working environment.

About Us - Trusted Since 1888
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company

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