
Senior Operations Executive
6 days ago
Senior Operations Executive - Investments & FundsOur client is a highly regarded Financial Services group, with a large presence in Sydney.
As Operations Executive, you'll provide the seamless delivery of internal operations, across a range of Investment portfolios.
Reporting to the Head of Investment Operations and working closely with senior leadership to manage critical internal and external relationships, whilst playing a key role in driving operational excellence across investment platforms.
Key Responsibilities:
- Lead Operational Delivery: Manage internal custodian processes, monitor asset payments, and ensure systems and workflows are robust, compliant, and efficient.
- Registry & Outsourcing Oversight: Liaise with external registries and service providers, ensuring performance and compliance with CPS230 and other regulatory obligations.
- Process & Policy Management: Create, document, and continuously improve business processes, policies, and procedures.
- Stakeholder Collaboration: Support capital raises and investor onboarding by working with Distribution and Fund Administration teams to deliver a seamless experience.
- Project Execution: Take ownership of operational projects and ad hoc initiatives that directly support business growth and performance.
- Risk Management: Provide operational reporting and play a key role in governance and compliance monitoring.
What You'll Bring:
- 3+ years' experience in operations, fund administration, or investor services.
- Solid understanding of Managed Investment Schemes and investment operations.
- Experience managing internal custodians and service providers.
- Strong background in documenting and improving business processes.
- Confident communicator with a proactive mindset and strong stakeholder management skills.
- Experience with AML/KYC, application processing, and compliance requirements.
Why You'll Love This Role:
- Work closely with a collaborative leadership team who value your ideas and initiative.
- Enjoy a diverse and interesting role that goes beyond the day-to-day.
- Be part of a purpose-driven business.
- Develop professionally in an environment that encourages innovation and ownership.
To be considered for this role, please ' apply' today
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